Articles on: Checklists

Auto-import checklists or test items

Read the article "Bulk import" first

Auto-import checklist or test items

This articles describes how you can specify an "Asset- or Equiptment"-type and attach multiple checklists to it.

When adding new items marked with the "Asset- or Equiptment"-type, the checklists will automatically be imported.

The two import-types

There are two ways to attach checklists:

Sub-checklists: This way the attached checklists will be added as sub-checklists and change the item to a "folder".
Checklist items: This way the checklists items will added.


When you create a new checklist, you can choose to auto add multiple sub-checklist to it.

E.g. you can create an asset called 'Ventilation' and attach multiple sub-checklists to it, for example Mechanical complete, Functional check and System integration test. This will automatically add 3 sub-checklists to this asset.

It will then get this structure:

Mechanical complete
Functional check
System integration test

Sub-checklist example

Checklist items

Define an asset/equiptment type, and then attach one or more checklists to it.

When you create a new asset/equiptment of that type, the items from those checklists will be automatically imported.

E.g. you can create an asset called 'Ventilation', and then attach the checklist 'Ventilation - General inspection', which will be auto-import when adding new 'Ventilation'-assets.

Checklist items example

Set up the import-types

Navigate into the project settings and select the "Checklists" section.

The example below shows how the the two types can be used.

Import types

Importing using the bulk import

Use the import spreadsheet from the bulk article and select the type here:

Import spreadsheet

Updated on: 04/19/2024

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