Are you creating a new report type from your mobile device and want to add a checklist? Want to add a checklist to a previously created report type using your mobile device? Or want to add a checklist to a single daily report? Here’s how you do it!
Curious about how to do this on the web? This article will walk you through how to do just that!
Jump to:
Add Checklist to a New Daily Report Type
Add Checklist to an Existing Daily Report Type
Add Checklist to a Single Daily Report
Add Checklist to a New Daily Report Type
Step One: Get started
- Using the mobile navigation menu tap Reports
- Tap Daily Project Reports
- Tap the 3 dot stack in the upper right corner
- Tap Manage Report Types
Step Two: Create a new Report Type
- Tap the + button
- Give your new report type a title
- Select which position you want to have access to this report type
- Choose which report sections you want active (on/off)
Step Three: Add Checklist
- Select the report section you wish to add a checklist to
- Tap on the checklist toggle to enable a checklist
- Give your checklist a title
- Add checklist items by tapping +Add Questions
- Delete an item by clicking on the trash can
- Delete an item by clicking on the trash can
- Tap Save
Step Four: Repeat the previous step to add additional checklists to other report sections if desired
Step Five: Tap Save
Add Checklist to an Existing Daily Report Type
Step One: Get started
- Using the mobile navigation menu tap Reports
- Tap Daily Project Reports
- Tap the 3 dot stack in the upper right corner
- Tap Manage Report Types.
Step Two: Select the report type you want to add a checklist to
Step Three: Add your checklist
- Select the section you wish to add a checklist to.
- Tap on the checklist toggle to enable a checklist
- Give your checklist a title
- Add checklist items by tapping +Add Questions
- Delete an item by clicking on the trash can
- Delete an item by clicking on the trash can
- Tap Save
Step Four: Repeat the previous step to add additional checklists to other report sections if desired
Step Five: Tap Save
Add Checklist to a Single Daily Report
Sometimes an employee might want to add a checklist to their report even if a checklist hasn’t been built into a report type (or Template). An employee can include a checklist within any Daily Report from the field as they’re filling out a report by following the steps below.
The added checklist will only appear in their report once. If they’d like the checklist to appear each time a report is created, a new Report Type/Template with the added checklist will need to be created.
Step One: Get started
- Beginning the process of creating a Daily Project Report
- Tap Reports
- Tap Daily Project Reports
- Tap the + icon
- Select the project
- Select the Report Type or hit Skip
Step Two: Add a checklist
- Tap the gear icon
- Select the report section you wish to add a checklist to
- Tap on the checklist toggle to enable a checklist
- Give your checklist a title
- Add checklist items by tapping +Add Questions
- Delete an item by clicking on the trash can
- Delete an item by clicking on the trash can
- Tap Save
Step Three: Repeat the previous step if a checklist is desired in a different section
Step Four: Use the back arrow to exit out of the report settings
Step Five: Fill out the checklist(s) by tapping on the checklist(s) under the Checklist section at the bottom. Once completed, a checkmark will appear next to the checklist title.
Step Six: Finish completing the report as needed
Step Seven: Preview the Report to see the filled-out checklist(s) appear in their respective report sections and tap Submit
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