How to Associate an NFC Tag with a Checklist Item 📋

Introduction

An NFC (Near Field Communication) tag is a small, programmable chip or sticker that can be scanned using a smartphone. This feature allows users to tick off checklist items automatically, ensuring they are physically present at the location before completing a task.

Using NFC tags improves efficiency and accountability by eliminating manual checkbox ticking, streamlining operations, and enhancing verification.

 

You can purchase approved and tested NFC / Smart Tags from Snapfix. Please contact your Customer Success Manager or suport@snapfix.com for further details. 


Steps to Associate NFC Tags with Checklist Items

  1. Open the Task with the Checklist

    • Locate and open the task containing the checklist you want to associate with an NFC tag.
  2. Edit the Checklist

    • Open the checklist and tap ‘Edit Checklist’ at the bottom-right corner.
  3. Select a Checklist Item

    • Tap on the text of the checklist item.
    • A small gear/settings icon ⚙️ will appear next to the item.
  4. Enable NFC Tagging

    • Tap the gear icon.
    • From the list of options, toggle on ‘Enable NFC tag’.
  5. Scan the NFC Tag

    • Your phone will prompt you to tap it on the NFC tag.
    • Once scanned successfully, you will hear a ‘ping’ sound and see a confirmation message.

      Screenshot 2025-02-26 at 10.18.40
  6. Verify the NFC Tag is Linked

    • Tap anywhere on the screen.
    • An NFC icon will now appear next to the checklist item.
  7. Repeat for Additional Items

    • Follow the same steps for any other checklist items that need NFC tags.
  8. Schedule the Checklist Task

    • Once all NFC tags are linked, schedule the checklist task based on its required frequency (daily, weekly, monthly, etc.).
    • For help with scheduling, see How to Create a Planned Task.

Important Notes ⚠️

  • Only Admins can associate checklist items with NFC tags.
  • Users must be physically present at the location to scan the tag before marking the item complete.

Related Help Articles

📖 How to Create/Edit a Checklist
📖 How to Create a Planned Task


Need Help? Contact Snapfix Support

📧 Email: support@snapfix.com