--- title: Create a Checklist Template and Add it to your PM Schedule | FlowPath Help Center description: FlowPath Knowledge Hub --- [Skip to content](https://helpcenter.getflowpath.com/create-a-checklist-template-and-add-it-to-your-pm-schedule-flowpath-help-center#main-content) [![flowpath\_kb\_logo\_tagline-1](https://helpcenter.getflowpath.com/hs-fs/hubfs/flowpath_kb_logo_tagline-1.png?width=550&height=99&name=flowpath_kb_logo_tagline-1.png)](https://www.getflowpath.com/) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [FlowPath Knowledge Hub](https://helpcenter.getflowpath.com/?hsLang=en-us) 2. [Preventative Maintenance](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us) 3. [Preventative Maintenance Schedules](https://helpcenter.getflowpath.com/preventative-maintenance?hsLang=en-us#preventative-maintenance-schedules) # Create a Checklist Template and Add it to your PM Schedule | FlowPath Help Center ### 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 July 9, 2025 Download PDF **→** [CreateaPMScheduleChecklistTemplate\_PDF\_2024-10-08035859.890882.pdf](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205943/70835696ac15e8e1659892eacb0c/CreateaPMScheduleChecklistTemplate_PDF_2024-10-08035859_890882.pdf?expires=1784322000&signature=4afd8e27c13d45059babc10965caa9986a85ef7cca28ba1652197a9643d61a52&req=dSInHst%2BmIhbWvMW3Hu4gRNLT%2B70CbqhqJdpMdexd7aSQOcPqAIERDivSI6i%0Aeg%3D%3D%0A) 1\. Navigate to [https://app.getflowpath.com/work-orders](https://app.getflowpath.com/work-orders) 2\. Click "PM Schedules" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-42-2278-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205577/c04490bcc8e17090cc4c771322ae/ascreenshot.jpeg?expires=1784231100&signature=94bcddce78b4b5855d60de980dc03c658e82533835ec03d336f05abc08c60e5a&req=dSInHst%2BmIRYXvMW1HO4zRmi4%2BufBjnDUhkP%2F9gRQdwxEXiFM1qPSmlekxsX%0Aw9Mcxxt3dOZqgOjGuXU%3D%0A) 3\. Click this icon. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-46-6251-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205592/5c071fedde27e8f55e9067197204/ascreenshot.jpeg?expires=1784231100&signature=9c3117cf4ce668101c75d47ba500160c8dae9bf1c442bbc6e5d49f07ad750ba6&req=dSInHst%2BmIRWW%2FMW1HO4zb8c9yPkfydWXyWvZ8K9lCgjRtEo6XCh%2BGqPxTA1%0AJlPfxgc6UAAa6uFjQJE%3D%0A) 4\. Name your checklist template. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-51-2263-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205590/1171513f91a62c81737b888ecdee/ascreenshot.jpeg?expires=1784231100&signature=15d48ff88a95321338bcd3c0c441978557a5d806dfb670c635fa958ca1eba24d&req=dSInHst%2BmIRWWfMW1HO4ze0rfp%2B%2FZXZaWFmSM7b6ZbFSfqSydE4TITOQafHC%0AAyVRoZXUEZ%2FERUZzZlQ%3D%0A) 5\. Click "Create New Checklist Template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-21-56-7061-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205591/140e59cabe417b66f1ea639487f9/ascreenshot.jpeg?expires=1784231100&signature=344f0f2a12947773c59ff20f9412af6e0e75f9de3f2e0a8ee6ce204f8e165525&req=dSInHst%2BmIRWWPMW1HO4zZs3c%2FLGWlIszjExz9pDjDxD4zo6JZMqcpH6Phs3%0A3Ru%2Ff9k72EV%2Fh104bAA%3D%0A) 6\. Any other check list templates that you have will show up under the "Current Check List Templates" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-01-4923-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205576/0cd60f8ee2434c6d55569129be41/ascreenshot.jpeg?expires=1784231100&signature=c2d15bb9662ffa2645d1ac8fe8ba3df6fbf4ff50650627ae02f1941baca72d54&req=dSInHst%2BmIRYX%2FMW1HO4zRjN2P8W13UdyMOkXFiq8sWjigh1srR92lggHXjH%0A5Afp9sXLzcmCDaHHNIs%3D%0A) 7\. Click "Create New Checklist Template" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-07-5179-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205579/e20994966bdcd33885b8a6890791/ascreenshot.jpeg?expires=1784231100&signature=3075aff7512fb97eed4766f4cdc34286cc3fe65909a74083d1300b5c53b14e94&req=dSInHst%2BmIRYUPMW1HO4zajHQ72IiW457rtWJee9JSM8KRzVGI0yGTwh%2BJ4e%0AC4m3QjAlEqchsX8E8Qc%3D%0A) 8\. Click the "Add New Checklist Item" field and enter in your checklist item. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-11-5169-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205587/59f291001721bf989fadb0a7feac/ascreenshot.jpeg?expires=1784231100&signature=be4e1c50daa21d25bf0df184097e6ea6b3c34179c0f15a17fd4adb8b4ef8079d&req=dSInHst%2BmIRXXvMW1HO4zURUm8UfXuEQGA1cS%2BwjM8%2FDVBjYh%2Fbn5xDI2gOo%0A8J3sfgYjZmsSpbs5OGQ%3D%0A) 9\. Click "Add" and repeat for each checklist item you want to add to the template. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-16-6959-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205584/b1f93c09c65d0a7a688342ddad1f/ascreenshot.jpeg?expires=1784231100&signature=2d52093362dcb3b49de9ec6f39b9577d195108ac757af94548c73111da2161f8&req=dSInHst%2BmIRXXfMW1HO4zRG83akwe2Hrr5xSLHB8LbR9RwujvP83Ue70PCOn%0A2zFzhlsJFt0wURDZyaQ%3D%0A) 10\. Click the x button when you are finished. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-22-8601-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205583/e11f611e3fb3aeabc3247b1b4053/ascreenshot.jpeg?expires=1784231100&signature=4bdccb59aa0c7fc4842d5b1558cd8e746e8d5c9084bd37fb3dee9ce4a968c7c8&req=dSInHst%2BmIRXWvMW1HO4zaR6E8hXkXjZTiYxZaMPPVwt3CzJt7n1J9%2Fxz8jI%0AokVZVBtQl6fUHqpaxWY%3D%0A) 11\. Click this icon. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-26-8949-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205581/8549dbca77a6ecd00fb0f076e9fd/ascreenshot.jpeg?expires=1784231100&signature=b59ae907809850e26dfac52db3000084c02db527094c60d9882dcc9256aa887a&req=dSInHst%2BmIRXWPMW1HO4zXuB6Gii%2FqKT1L6ZZ7BQQoFD4kjFJldnlS5rZD0r%0AQeupwLTWMtVUEkOFnik%3D%0A) 12\. Click "Create PM Schedule" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-31-9844-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205580/f0244cc7c40e8a16f3b76aa4d4e3/ascreenshot.jpeg?expires=1784231100&signature=4220a1c7cf73a2ab43c689523923fe848b98d689a0914d7cbd08e2eb8690eff1&req=dSInHst%2BmIRXWfMW1HO4zSH8PAUK2K%2FeGfhaIMlaFAX%2BvWPlj%2Bhi5Gl26ul5%0AxFu26yxa6W9%2F2JfsVOA%3D%0A) 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" [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-36-9477-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205585/9f5394a745b6991b73f308c6d16b/ascreenshot.jpeg?expires=1784231100&signature=f73b9c9d4dff15ba0951a96d988c6da21b41b87db8a3694cd554f9358b35987e&req=dSInHst%2BmIRXXPMW1HO4zV7Y59HS1z8s7yBdYtK5czjJJiNpy2HK7SJyyd5c%0ALyg7C3sk0Wnv60y9lCM%3D%0A) 14\. Click the template you created. [![](https://helpcenter.getflowpath.com/hubfs/Knowledge%20Base%20Import/ascreenshot-Jul-16-2026-07-22-42-0602-PM.jpg)](https://downloads.intercomcdn.com/i/o/vrjn9zxh/1208205586/eb5199462f60264d846691aae98a/ascreenshot.jpeg?expires=1784231100&signature=678a3a516ff1929b14efe3554b41b8833e8820364a0811c53e6262a5402ba194&req=dSInHst%2BmIRXX%2FMW1HO4zfJvCq3sogciFWUfVa2jCzqnu6Rh9Rk%2F5018Qrzg%0Ai3VhwDjkpsyHSy0JzFo%3D%0A) 15\. Your checklist for the PM will be now be entered and can be used on any PM schedule that you need it for. 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