Attaching a Checklist to an Inventory Item

Note - This function is only available in a Pro or Enterprise subscription.

Before you start

On Desktop Only

  1. In the side menu, select Inventory > Machinery and Equipment, Structures or Tools and find the applicable inventory item.
  2. Click three dot button and select Checklist.
  3. Select Add New and then select the applicable checklist from the dropdown list.
  4. (Optional) click the drop down to select a Checklist Frequency.
  5. Click Save.
    Note – A small tick icon will appear on the inventory item tile once a checklist is attached.
    Note – You can attach multiple checklists to an inventory item.