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Checklist notes and history

What it is used for​

Notes capture extra context against a checklist or a specific task. History lets you review previous runs of the same template, day by day.

Who can access it​

Users with access to the checklist can view notes and history. Admins and Managers can manage more notes; everyone can manage their own.

Add checklist notes​

  1. Open an active checklist.
  2. Select the checklist notes icon.
  3. Enter a note.
  4. Upload images if needed.
  5. Select Add Note.
  6. Review the note in Note History.

Add task notes​

  1. Open an active checklist.
  2. Open the row menu for a task.
  3. Select Add Notes.
  4. Enter the note and add images if needed.
  5. Save the note.

View checklist history​

  1. Open an active checklist.
  2. Select the history icon.
  3. Choose a date in the calendar.
  4. Select a run from that date.
  5. Use the row menu in history to delete a run if you have permission.

The list of past runs is sorted by opened-at date and returns the most recent run when you use the Latest checklist breadcrumb from the template.

Important notes​

  • Notes can include text and images.
  • Note history records who created the note and when it was created or updated.
  • Deleting a run removes the record permanently. Treat with care.
  • The notes report on the template menu (where available) exports notes and metadata across runs for audit purposes.

:::info Screenshot placeholder Add screenshot: Checklist Notes modal with Add Note and Note History sections, and the calendar history view next to it. :::