# Create a checklist template

Prepare a reusable template for your team’s inspections.

Source: https://fieldbase.pt/help/en/create-checklist

Language: en

Updated: 2026-09-16

Platform: Web

## Before you start

- Define the inspection purpose and have access to report settings.

## 1. Check existing templates

Open Reports under Organization. Look for an equivalent template before creating another. A template contains the questions; responses are completed for each job.

![Search and names of existing checklist templates.](https://fieldbase.pt/help/steps/create-checklist-1.png)

## 2. Name the template

Choose Create, enter the required name and pick the scope: by equipment, by work order or by floor. Use a name that identifies the service, for example Annual extinguisher inspection.

![Checklist template name and description.](https://fieldbase.pt/help/steps/checklist-name.png)

## 3. Create and open the editor

Choose Create and add fields to open the editor. Add questions, review the preview and configure associations before using it in a work order.

![Checklist editor with options to add fields.](https://fieldbase.pt/help/steps/create-checklist-3.png)

## Check the result

The template exists and is ready for questions and associations.

## If something gets in the way

### Is the template still empty?

Creating the template with a name and scope creates the structure. Continue in the editor to add fields and test the inspection.

## Continue learning

- [Add questions and preview a checklist](https://fieldbase.pt/help/en/build-checklist)

- [Link a checklist and manage its versions](https://fieldbase.pt/help/en/associate-checklist)