Keeping your project on track can be challenging. That’s why our Checklists are designed to simplify the process. This guide covers everything you need to know about one of our most-used features — the one thousands of customers rely on to keep documentation on track and jobs moving smoothly.
Customers had plenty of questions about Checklists, so we covered it all in a dedicated class. Here are the highlights.
Assign Checklists to Your Team
Let’s face it, if it’s not on a checklist, it’s probably not happening. And if your crew doesn’t know about the checklist, you’re left chasing down updates instead of managing the job.
Assigning checklists in CompanyCam ensures the right people are on the right tasks from the start. Here’s how to make sure everyone’s clued in:
To assign a user:
Head over to your active project.
Find the checklist you need under the ‘Checklists’ tab.
Hit +👤 Assign and start typing to find the right team member.
Note: If you’re working with subcontractors through a collaborator link, you can not assign checklists directly to them. However, if they have a paid CompanyCam account, they can see your checklists and work alongside you and your team.
Saving Checklists as PDFs
Need to share your checklist outside of CompanyCam? You can quickly export your checklists, complete with photos and details, straight to PDF for easy sharing.
When exporting, you can customize the level of detail in the PDF, so you can include as much or as little info as needed, depending on your audience.
Pro Tip: Need to create a quick change order? Toggle the option ‘Save to Project Documents.’ From there, you can use Signatures to add signing and dating fields for both you and your client.
Add the Same Checklist to Multiple Projects
How do you guarantee consistency and quality on every job? Enter Checklist Templates.
Once your Checklist Templates are created, add them to Project Templates. That way, whenever a new project is started, your go-to Checklists, along with Report and Document Templates, will automatically be ready to use.
For more details on how to create Checklist Templates, check out this help article: How to Create and Use Checklist Templates.
Pro Tip: Need ideas for your Checklist Templates? Check out our Community Checklists. You’ll find ready-to-use lists created by our team and industry partners, which you can customize to fit your business needs.
When to Use Checklists vs. Tasks
Mixing up checklists and tasks is like confusing a hammer with a screwdriver — both are useful, but not quite the same. Here’s an easy way to keep the two straight:
Checklists serve as your standard operating procedure, providing clear guidelines for what needs to be done, when to do it, and how to complete it for any project.
Tasks are great for one-off or punch list items. Use tasks to quickly note materials needed or flag things that need attention, whether it’s for the overall project or specific photos and videos.
Pro Tip: You can also create tasks directly from a photo or video, making it clear exactly what needs attention. Like Checklists, Tasks track who completed each item and when, keeping your team accountable and on top of their to-dos
Learn More: Sign Up for Our Next Class!
To learn more about Checklists in CompanyCam, watch the full class recording at the top of this blog. Want to explore more features? Sign up for an upcoming class.
