Your First Checklist

Assign a template to equipment, and you're filling it out.

Click New Checklist from your project. You need a Template — pick one from your org’s pre-functional template library — and a Checklist Name, which auto-fills from the template but you can rename it.

Everything else is optional at creation: unit tags (comma-separated, like CH-1, CH-2, one row per tag), a system and subsystem, and equipment details like location, service, model, and serial number. You can add all of this later from the checklist itself if you’d rather start fast.

Once it’s created, you’re dropped straight into the checklist. Status moves automatically: Draft becomes In Progress the moment anyone edits an item — no explicit “start” button. Submitted locks every field. Approved only happens through a CxA digital signature, not a regular edit, so nothing gets approved by accident.