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 Checklists.
  3. Select Add New and then select the applicable Checklist from the dropdown list and click Save.

  4. Once attached the selected Checklist will be displayed under the Attached Checklists tab.
    Note – You can attach multiple checklists to an inventory item.

  5. Attached Checklists can now be accessed and accepted on the App via the applicable inventory item.