Owners set up checklist templates in Settings > Data Hub > Checklist. The items you add show on the Checklist tab of your team's jobs.
Who can do this: Owners only.
The two templates
Team Checklist Template: "These items appear automatically on every new job".
Maintenance Checklist Template: "These items appear during the maintenance flow".
Steps
Go to Settings > Data Hub > Checklist.
Choose the Team or Maintenance tab.
Select Add Item and type the task in Enter task description. Drag the handle on the left of an item to reorder it, or select the trash icon to remove it.
Select Save Changes. You see Checklist updated successfully. Select Discard Changes to undo edits you have not saved.
Save Changes is unavailable while any item is empty.
Where technicians see it
On a job, the Checklist tab has inner tabs Team and Maintenance. A Triage tab appears when AI-generated checklist items exist. Technicians tick items to mark them complete, and ticks are saved right away.
Good to know
If a job's Checklist tab says There is no check-list yet., the template for that tab is empty. Owners see a link to the Data Hub there and can add items.
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