Ad hoc checklists are designed for flexible use. They don’t run on a fixed schedule; you can trigger them manually at any time or through automated means through the use of trigger tasks. Ad hoc checklists can also be defined as Global, which means you can create them once and use them at any location.
Use ad hoc checklists to track irregular events, such as inspections, audits, or employee onboarding tasks.
How to Set Up an Ad Hoc Checklist
Go to Operations > Checklists
Click Add
Choose Ad Hoc from the Type dropdown
Choose whether the checklist is global or site-specific (only available if you have permission to add/edit Global Checklists)
Build your checklist as usual
Click Publish
Running an Ad Hoc Checklist
Important: Users must have permissions to view checklists and to run adhoc checklists in order to run them.
From the web:
Go to Ops > Checklists
Click the three-dot menu next to the checklist
Select Run
Fill in all the required fields
From the mobile app:
Tap the Ad Hoc icon that appears in the bottom right of the Checklist tab
View the full list of available ad hoc checklists
Tap the checklist you want to run
Fill in all the required fields
Things to Know
Once linked in a trigger task, an ad hoc checklist can’t be deleted or returned to draft until it's been unlinked.
Multiple trigger tasks can point to the same ad hoc checklist.
Ad hoc checklists that have run appear in reporting like any other checklist.