Snapfix Checklist Tutorial

📅 Checklists can be scheduled on a daily, weekly, biweekly, monthly, quarterly, or yearly basis.
✅ Once a checklist is 100% complete, the task is automatically moved to green.

Common Use Cases for Checklists in Snapfix

• 🔥 Fire Safety Inspections
• ✅ Brand Standard Audits
• 📑 Compliance Checks
• 🧼 Cleaning & Housekeeping Tasks
• 🍽️ Opening & Closing Procedures
• 👷‍♂️ Health & Safety Inspections
• 🤕 Accident/Incident Reports

How to Create a Checklist

Note: You must have admin access to create or edit a checklist.

1.  Create a Task

1. On Mobile: Click the ‘+’ icon at the bottom left and select ‘Advanced Actions’.
2. On Web: Click ‘Add Checklist’ on the right-hand side of the screen.

2.  Add Checklist Items & Sections

• Click ‘Add Checklist’ to open the checklist creator.
• You can add:
  • Sections (to organize different areas of the checklist)
  • Checklist Items (tick-the-box actions)
  • Signatures (for sign-off on inspections)

3.  Apply Additional Checklist Functionalities

Tap the checklist text to apply different functionalities:

✅ Yes/No selection – Simple pass/fail criteria.

✅ Pass/Flag/Fail/NA – More detailed compliance tracking.

✅ Add Notes – Users can enter details for specific checklist items.

✅ Make Items Mandatory – Users must complete specific items before submission.

✅ Enable an NFC tag – Requires the user to scan an NFC tag to tick off the item.

4. Save & Manage Checklists

• To update a checklist, go to Planner and select the checklist.
• After making changes, click Save.
• Choose whether to apply changes to:
  • Only the selected task
  • All future tasks from that date onward

How to Edit an Existing Checklist

1. Navigate to Planner.
2. Select the checklist you want to edit.
3. Make the necessary changes as above. 
4. Click Save and choose whether to update only that task or apply changes going forward.

🎥 Watch the Snapfix Checklist Tutorial video below:

Need Help?

For any questions, please contact Snapfix Support.