Assign a checklist to a project or work order
Updated September 4, 2026
On this page
A published checklist is assigned to a project or work order — on the web or in the app. You cannot assign one to a person with no job attached.
On the web
Open a project or work order and go to Checklists. Select Browse to pick a published checklist, or Create to build a new one and assign it.
Choose the checklist. Leave Assign to empty for Anyone, or pick specific people. Then select Assign.
In the app
Open the project or work order, tap Checklists, then Add checklist.
Tap Assign existing to browse published checklists, or Create checklist to build one (opens on the web).
Select a Team checklist and tap Assign. You can leave it open to anyone or pick members.
Tips
- On the web, open the job Checklists tab and use Browse or Create.
- In the app, tap Add checklist, then Assign existing or Create checklist.
- Leave assignees empty for Anyone on that job, or pick specific members.
- Use Change assignees to switch later, or Unassign to remove it from the job.
- Assigned rows show Not started or Completed as submissions come in.
Related: Create a checklist for your team, Fill a checklist in the field.
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