Facility workflows
How to use forms and checklists
Fill in a form or checklist on the task, so answers, photos and comments become consistent documentation you can act on.
Step by step
- Choose a form
Find the form or checklist that fits the task.
- Fill in the fields
Record answers, photos or comments.
- Save it on the task
Link the form to the task, customer or location.
- Use the answers
Use the documentation for follow-up, reporting or internal control.
Need help?
Contact support or book onboarding if the article does not cover your specific setup.