Checklists
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      2. Checklists

      Checklist Templates

      A new way to organise your Checklists on Snapfix. You can now access templates on any task for high use Checklists saved in your Checklist Library.

      1. Understanding Checklist Templates

      • Each checklist is now treated as an individual object.

      • Existing checklists still function but adopt a new layout.

      • Only templates can be assigned to tasks.

      • Existing checklists must be converted into templates to use the full Template + Library functionality.

      • Identical checklists may be merged automatically to reduce duplication.

      2. Converting Existing Checklists to Templates

      Admins can convert any existing checklist into a template.

      This is the best way to create templates by using proven functional checklists. 

      How to convert (Web & Mobile):

      1. Open the checklist menu (3-dot menu).

      2. Select Set as Template.

      3. The checklist moves into the Manage Checklists section of either the Site or Multi-Site Console.

      4. Once converted, it behaves as a template and can be assigned to tasks.

      Template ownership rules:

      • Site Admins: Template becomes a Site Template.

      • Multi-Site Admins: Template becomes a Multi-Site Template.

      • Multi-Site Admins can convert any Site-level checklist into a Multi-Site Template.

      3. Creating a New Checklist Template

      Templates can be created from two locations:

      A. From “Manage Checklists” (in the Site or Multi-Site Console)

      • Open Manage Checklists.

      • Select a folder.

      • Click + Create New Checklist.

      • The Checklist Builder opens.

      • Add sections, items, notes, and settings.

      • Save.

      B. From a Task (Web or Mobile)

      • From the task detail view, click + in the Checklist field (Web) or Add Checklist (Mobile).

      • Select Create New Checklist.

      • Build the checklist.

      • Save.

      Where new templates appear:

      • Created by Site Admin → shows in Site Templates

      • Created by Multi-Site Admin → shows in Multi-Site Templates

      4. Template Organisation (Folders)

      Templates are stored inside folders for better organisation.

      • Admins can create new folders (Web only).

      • Click the blue + beside the folder count.

      • Only one folder can be expanded at a time.

      • Folders can contain multiple checklists.

      5. Using Checklist Templates

      Templates can be assigned in several ways.

      A. Assigning to a Single Task

      • Open a task.

      • Click + in the Checklist field (Web) or Add Checklist (Mobile).

      • Select a template from:

        • Site Templates (Site Admins)

        • Multi-Site Templates (Multi-Site Admins)

      • Save.

      B. Assigning to Multiple Tasks (Bulk Assign)

      • Open the Console (Web only)

      • Select a checklist.

      • Click Assign Checklist.

      • Use filters to find tasks (Reactive Tasks or PPMs).

      • Select tasks.

      • Apply.

      6. Multi-Site Template

      • Multi-Site templates can be downloaded from the Snapfix Library.

      • Updates to a Multi-Site template will propagate to every assigned task, unless the checklist has already been started.

      7. Access & Visibility Controls

      • Multi-Site Admins can control which Sites can use each template.

      • Checklist availability can also be restricted by Task Group.

      • Changing the Site/Group in the dropdown changes the visible tasks.

      • The Site tab is greyed out when viewing Site-specific folders.

      8. Editing Checklist Templates

      • Select Edit to open the Checklist Builder.

      • Any edits to a template will update all tasks where the checklist has not been started yet.

      • Once a checklist is started on a task, it will not update.

      9. Replacing Checklists on Tasks

      • You can replace a checklist on any task as long as it has not been started.

      • When multi-selecting tasks, choosing Add Checklist will prompt a confirmation if the tasks already have a checklist.

      • Use Replace Checklist from the 3-dot menu to replace one across multiple tasks (Web only).

      • Only unstarted checklists can be replaced.

      10. Removing Checklists From Tasks

      • Admins can remove a checklist from selected tasks.

      • A popup will show tasks where the checklist is currently active.

      • You can remove in bulk.

      • Only tasks where the checklist is active will appear in the list.

      11. Moving Templates Between Folders

      • Select a checklist.

      • Click Move Checklist.

      • Choose an existing or new folder.

      • Save.

      (Web only)

      12. Copying Templates

      • Select Copy to duplicate a checklist.

      • You will be prompted to:

        • Rename

        • Add description

        • Choose a destination folder

        • Save.

      13. Deleting Templates

      • Templates can be deleted via the 3-dot menu.

      • Deleting removes the checklist from all associated tasks.

      • Any progress made is lost.

      • The Task Audit Trail logs the deletion.

      14. Viewing Templates

      • Click View to open the template preview in full screen.

      • Display is identical to current Web preview.

      15. Audit Trail

      • Shows every change made to the template.

      • Includes timestamps and authors.

      • Available on Web only.