How to create a Checklist Template

Got a checklist template built and ready to go? Email it as an attachment to support@conqahq.com and we'll get it loaded for you! If you need guidance around what can be included, keep reading.

To add checklist instances into your project structure, they will need to be available as templates in your project library.

The most simple checklists are made up of only a checklist name and checkpoints. To create a simple checklist use the below structure in Excel or Google Sheets, just renaming the checkpoints to match your requirements.  Remember for each checkpoint in your template, add the word ‘checkpoint’ into the ‘type’ column.

How to build more complex Checklist Templates

To create more complex checklists, you can include different components in the type column of your template. These can include sections to break up your checklist, as well as checkpoints with different datapoints attached, like tickboxes, buttons, dropdowns and text input.

See here for a full list of the different components used in checklist templates: Template components

Here is an example of what you might see in a complex checklist template

What do you need to include in your template?

Please copy and paste the below table in Excel or Google Sheets as the basis for your checklist template

You will need to include the below components in your template:

1. Header row
2. Checklist name
3. The ‘type’ of each component
4. Values (only if required by the component type, if in doubt, leave blank)

Adding the template into CONQA

Currently, only CONQA staff can upload new checklist templates.  You can email your template spreadsheet as an attachment to support@conqahq.com, or send it via Live Chat.  Please advise which project/s will need the checklist template added.