What You’ll Learn
Checklists keep field crews on track and office teams in the know. That’s why they’re one of the most popular features CompanyCam users put to work daily on their jobs — and why we dedicated an entire class to this customizable tool! This class covers:
- How to create checklists (5:55). Whether you want to start from scratch or apply a premade template to all of your projects, checklists give you the flexibility to structure and capture your team’s daily work. You can even create and complete them using AI actions (14:22).
- How to assign checklists (11:22). You can assign entire checklists, sections, or even single fields to people on your team. That way, everyone knows what they’re supposed to be doing and who’s accountable.
- How to export checklists (18:25). This workflow is especially helpful if you want to share a completed list with someone outside of your account, like a customer or other stakeholder. Once exported, these move to the Files tab and can even be used with Signatures.
Pro Tip: Keep this class bookmarked and ready to share with your team!