How to Create a Safety Checklist in UpKeep

Businesses responding to the need for increased safety measures can add sanitization checklists in any work order created in UpKeep.

Duration: 1 minutes

Ryan Chan

Published on March 30, 2020

See a real-life example of a user saving a checklist in UpKeep's web app

See the preview of your checklist in UpKeep's web app

How to create Task Form/Checklist Templates On Mobile

Click “Settings”
Select Form Templates, then click the “Plus Sign”
Enter Form Template Name
Select the “Plus Sign”
Select from the follow Task Form/Checklist types
1. Task (Open, On Hold, In Progress, Closed)
2. Text Input Form (Example: Sanitize countertops)
3. Number Input Form (Example: 99)
4. Checklist Input Form(Pass, Flag, Fail)
5. Multiple Choice Input Form (Create at least two options to choose from)
6. Meter Reading (Have the number entered update your Meter Reading)
Enter Task or Form Question
Select the “Done”
Select Save

See a real-life example of a user creating a checklist in UpKeep's mobile app

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