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Checklists
How to create intelligent and responsive checklists.
How to create a checklist
Adding logic to a Checklist
Adding Triggers to a ChecklistEnhance your checklists by adding triggers that automate assignments, create tasks, or enforce validation based on specific answers.
Adding question categories to checklists
Translate a ChecklistLearn how to translate your Checklists to be available in multiple languages.
How to Duplicate ChecklistsEasily duplicate existing Checklists to save time and maintain consistency across your organization.
Completing checklists across multiple devices and users
Unsupported Question When Completing a ChecklistLearn why you may be seeing a "Unsupported Question" prompt when completing a Checklist.
Utilizing Checklist Permission FoldersManage checklist permissions and organization efficiently by using folders to group similar checklists and assign role-specific access.
Adding Location Properties as Logic to ChecklistsUse location properties to apply logic for displaying specific checklist questions or elements based on location settings.
Question Types
Go over the details of all applicable question types when creating checklists.
Text Question TypeAllow free-response answers within a checklist, with show/hide logic support but no trigger functionality.
Select Question TypeConfigure a single or multiple-choice question type with predefined options.
Number and Slider Question TypeConfigure numerical inputs in checklists with optional score intervals.
Select Question Group TypeUse Select Question Group to create structured multi-item questions with shared answer options, enabling more condensed reporting.
Photo Question TypeRequire users to capture and upload photos directly from their device’s camera as part of a checklist response.
Date Question TypeUse the Date question type to collect a specific date, with an optional time input.
Email Question TypeThe Email question type allows users to input a valid email address in a designated field.