Creating Checklists

1. Open Checklists and Create New Checklist

Click the Checklist tab on the left, then select Create New Checklist.

2. Start From Scratch or Template

Choose Blank Checklist to build fresh, or select a saved template from previous checklists.

3. Name & Locate the Checklist

• Name: Enter a descriptive title.

• Location: Pick where the work occurs (add new locations under Locations).

4. Schedule, Weather & Reminders

• Select date and time.

• Record expected weather conditions.

• Enable recurrence and choose reminder timing & recipients.

5. Select Vehicle & Customize Items

• Choose the vehicle for this checklist.

• Review pre‑populated maintenance tasks — delete any that don’t apply and add new items as needed.

6. Attach Media, Notes & Save

• Drag‑and‑drop photos or videos for visual references.

• Add any additional notes.

• Click Create Checklist to save. After saving, you can View, Edit, or Share the checklist with Motive Archive contacts.