Create a checklist from a form template
Start a new checklist template from an existing form template to reuse its fields and structure as draft steps. After you choose a form template, the app generates a draft checklist that you can review and adjust before saving.
You need the Manage or Admin role in Operations to create checklist templates.
How to create a checklist from a form template
Go to Operations and open the checklist creation page.
Click Use Form Template.
Select a form template from the list.
Click Convert to Checklist.
Review the generated draft steps. The app maps form fields into checklist step types based on the field structure.
Edit the checklist name, steps, or step types as needed.
Save the checklist template.
Once saved, the checklist template is available to attach to work orders and schedules like any other template. See Checklist Templates for details on step types, targeting, and attaching checklists to work.
To create or manage the form templates you can choose from, see Creating Form Templates.