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Adding Files within a Checklist

Written by Cameron Arney

Updated at October 10th, 2024

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Files can be added within a Checklist to assist with context or information while completing a checklist.

A file can be added to the checklist as a whole, or within a specific question.


To add a file within a Checklist:

  1. Navigate into ‘Edit’ for the Checklist.
    1. To add a file to the overall checklist - Click ‘Checklist Files’.
    2. To add a file to a specific question - Click ‘Edit’ on the question.
  2. Click ‘Add File’
  3. Click ‘Upload File’ and Navigate your PC files and select the file.
  4. Click 'Save'.
  5. Save the Checklist, and this will now become available.

(note - to see visuals of where these two different files sit, view the visual guide in the help article.)

attach files checklist upload

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