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Manage Work Order Checkbox Groups

Chris Muench
Chris Muench
  • Updated

A work order checkbox group is a list template that can be added to work orders. This can help employees know what steps to follow when performing a repair.

To work with checkbox groups, navigate to the Work Orders main feature page.

Once the page opens, click the elipsis (...) in the top right corner and select Manage Checkboxes.

Click Add Checkbox at the bottom if you want to create a new checkbox group.


On the New Work Order Checkbox page, you have to name the group of checkboxes you’re creating. You can add steps for pre order as well as post order for the work order by clicking Add.

Delete steps easily using the Delete column. Click Save in the bottom right to keep your changes.

You can edit checkbox groups by clicking Edit on the Manage Checkboxes page.You can also remove a checkbox group by clicking Delete.

Click Done in the top right to return to the main work order page.

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