Create Checklists

On Web

From any asset, you can link to an existing checklist or create a new one using one of the checklist templates on your project.

Begin by selecting an asset. From the asset detail list, click "Checklists." From here, you can link to an existing checklist by clicking "Add reference."

Select the checklist that you want added to the asset and click "Add."

To create a new checklist, click "Add new checklist." You'll be prompted to select a checklist template. Clicking "Select" once you choose a template will take you to the checklist creation process in BIM 360 Field Management. For more information about creating checklists, see Templates and Checklists.

On iOS

You can also create checklists directly from an asset on iOS. Select an asset and tap "Checklists" and then "Add checklist."

You'll be able to select an existing template and create your new checklist. For more information, see Checklists (iOS).