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

Open the Task with the Checklist
- Locate and open the task containing the checklist you want to associate with an NFC tag.
Edit the Checklist
- Open the checklist and tap ‘Edit Checklist’ at the bottom-right corner.
Select a Checklist Item
- Tap on the text of the checklist item.
- A small gear/settings icon ⚙️ will appear next to the item.
Enable NFC Tagging
- Tap the gear icon.
- From the list of options, toggle on ‘Enable NFC tag’.
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.
Verify the NFC Tag is Linked
- Tap anywhere on the screen.
- An NFC icon will now appear next to the checklist item.
Repeat for Additional Items
- Follow the same steps for any other checklist items that need NFC tags.
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.

Need Help? Contact Snapfix Support

📧 Email: support@snapfix.com