Checklists
      Back to home
      1. Knowledge Base
      2. User Manual
      3. Checklists

      Create a Checklist

      Learn how to create and export checklists using Chekhub

      1. Access the Checklist Dashboard:
        • Navigate to the Checklist Dashboard via the navigation panel on the left side of your screen.
      2. Create a New Checklist:
        • Click the "Create Checklist" button in the top right corner.CHECKLIST
        • Enter a name for your new checklist in the dialogue box in the top left of your screen.Screen Shot 2024-06-10 at 4.05.11 PM
      3. Add Details:
        • Add additional information such as a Description, Category or specify any Qualifications required to complete the checklist.
        • Set the Safety Concern Level to inform your teams of any potential risks.Screen Shot 2024-06-10 at 4.12.27 PM
      4. Build Your Checklist:
        • Select the Toolbar tab to start building your checklist.
        • For detailed information on each component, refer to our article on Checklist Components.
        • Add various steps such as Text, Decision Trees, and Media Uploads to suit the specific requirements of the job.Screen Shot 2024-06-10 at 4.17.21 PM
      5. Save and Publish:
        • Click the checkmark to save your changes.
        • Once saved, publish the checklist from the top left corner so it can be used in your tickets.
      By following these steps, you have successfully added a new checklist to your organization in Chekhub!

      How to Export Checklists

      Chekhub offers powerful export capabilities for checklists, allowing users to easily export all checklists within an organization or focus on exporting individual checklists along with their associated data. Whether you’re conducting an audit, reviewing performance, or simply keeping records, Chekhub ensures you have the flexibility and control to get the information you need.

      Exporting All Checklists Within Your Organization

      If you need a comprehensive overview of all the checklists used across your organization, Chekhub allows you to export them in bulk. This feature is particularly useful for large-scale reviews, audits, or when generating a consolidated view of checklist usage across departments or projects.

      *Only some role permissions allow users to export all of their checklists*

      Steps to Export Multiple Checklists:

      1. Access the Checklist Management Section:

        • Navigate to the "Checklists" module, located in the navigation bar on the left side of the screen.

      2. Select Checklists:

        • Choose which checklists you would like to export, or simply locate the export buttons in the bottom right of the checklist preview pane and choose  the format you wish to export the table in: 
          • CSV for data analysis or import into other tools.
          • Excel for a detailed, editable report.
          • JSON for use in programming environments or API integrations.
          • Print to directly print a hard copy or save as a PDF via your printer settings.

      3. Download and Review:

        • You can use the column filter feature to make sure you are only exporting the information that is more important to you.
        • Once the export is complete, download the file and review it. You now have a comprehensive record of checklists in your organization.

      Exporting a Singular Checklist

      In cases where you only need to export an individual checklist, Chekhub allows you to export not just the checklist itself, but also all details including duration, log history, tickets, PMs associated with it. This ensures that you capture the full context and history related to that specific checklist.

      1. Navigate to the Specific Checklist:

        • From the "Checklists" module landing page, locate the checklist you wish to export. You can search, filter, or navigate through the checklist categories to quickly find the checklist.

      2. Export Associated Log History, Tickets, and PMs:

        • The process to export tickets, PMs and the logs history for a checklist is the same. Navigate to the table you wish to export, filter out any columns you wish to be removed and then choose the format you want to download with.

      1. Download and Save:

        • Once the export is complete, download the file. The exported document will provide a detailed record of the checklist and its associated data.

      Why Exporting Checklists and Associated Data is Valuable:

      • Audit and Compliance: Exporting checklists, logs, and associated data ensures that you can provide clear evidence of tasks completed, maintenance rounds performed, and billable work associated with the checklist. This is critical for compliance in many industries.

      • Performance Tracking: Having access to all checklist-related logs and tickets allows managers to checklist performance, and improve processes.

      • Documentation and Reporting: Exporting checklists and their associated data helps you maintain detailed records for future reference, reporting to stakeholders, or when conducting project reviews.

      By taking advantage of Chekhub's robust export capabilities, you ensure that all checklist-related data is readily available, whether for an entire organization or a singular task.