Categories, Templates and Checklists
Create Custom Categories and Checklists
Creation Date: Oct 21, 2025
Created By: Aidan Quin
1. Click on the Categories & templates tab
2. Click on Custom Categories followed by Add Category
3. Create your Category
You can use the "Add category" button to add a new category
4. Populate your Template
After clicking on the desired custom category, you can then click on template and the "Add item" button to start adding a template.
Click on Submit once done.
5. Add any Checklists to the Category
ℹ️ Managing Checklists
6. Click on Checklists
These checklists can be assigned to both your System Categories and Custom Categories. This means that whenever one of those categories is used in a Jobcard, the associated checklist will automatically appear with it.
Additionally, you can also apply these checklists manually when creating a Jobcard, even if the selected category doesn’t have a checklist assigned.
7. Click on Create checklist
8. Give the Checklists a name
9. Click on Submit
10. Click on the new Checklist
11. Click on Add checklist item
12. Populate the Items
ℹ️ Importing Checklists
13. You can also Import the checklists
14. CSV Format for import
15. View a complete checklist
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