Facility workflows

How to document completed FM work

Add photos, notes and completed checklists straight onto the task as you go, so the finished work can always be shown later.

Step by step

  1. Open the task

    Find the task on the location or project.

  2. Add photos

    Upload photos of the completed work.

  3. Add notes

    Write what was done and what needs follow-up.

  4. Fill in a form

    Use a checklist or form if relevant.

  5. Close the task

    Change the status when the work is finished.

Related articles

Need help?

Contact support or book onboarding if the article does not cover your specific setup.