Create a Checklist Template and Add it to your PM Schedule
Step-by-step instructions on how to create Checklist Template that can be used across multiple PM Schedules and Work Orders
Download PDF → CreateaPMScheduleChecklistTemplate_PDF_2024-10-08035859.890882.pdf
1. Navigate to https://app.getflowpath.com/work-orders
2. Click "PM Schedules"
3. Click this icon.
4. Name your checklist template.
5. Click "Create New Checklist Template"
6. Any other check list templates that you have will show up under the "Current Check List Templates"
7. Click "Create New Checklist Template"
8. Click the "Add New Checklist Item" field and enter in your checklist item.
9. Click "Add" and repeat for each checklist item you want to add to the template.
10. Click the x button when you are finished.
11. Click this icon.
12. Click "Create PM Schedule"
Alert: Alert! Make sure you change the quick create button back to Create PM Schedule or anytime you click it, it will take you back to creating new checklist templates.
13. Click "Select option"
14. Click the template you created.
15. Your checklist for the PM will be now be entered and can be used on any PM schedule that you need it for.
