How to Find the Checklist Template Library
The Checklist Template Library is where SimplChek stores all available checklist templates used for inspections, audits, assessments, safety checks, maintenance reviews, and compliance activities.
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Last Update vor einem Monat
You can access the library from both the mobile app and the web platform. The library allows you to browse existing templates, create new checklists, customize templates, and start new tasks.
What You'll Learn
After completing this guide, you will be able to:
- Locate the Checklist Template Library
- Browse available templates
- Search for specific checklists
- Open a template for use or customization
- Start a task from a template
Mobile App:
How to find the Checklist Template Library on the Mobile app
Step 1: Open the SimplChek Mobile App
Launch the SimplChek app and sign in to your account.
Step 2: Locate the Bottom Navigation Bar
At the bottom of the screen, you will see:
Step 3: Tap Library
Tap the Library icon.
This opens the Checklist Template Library, where all available checklist templates are stored.
Step 4: Browse or Search Templates
Inside the library, you can:
Step 5: Open a Template
Tap any checklist template to:
Web Platform:
How to find the Checklist Template Library on the web platfrom
Launch the SimplChek app and sign in to your account.
Step 2: Locate the Bottom Navigation Bar
At the bottom of the screen, you will see:
- Home
- Tasks
- Library
- Action
- More
Step 3: Tap Library
Tap the Library icon.
This opens the Checklist Template Library, where all available checklist templates are stored.
Step 4: Browse or Search Templates
Inside the library, you can:
- Scroll through available templates
- Search by template name
- Browse by category or industry
- View recently used checklists
Step 5: Open a Template
Tap any checklist template to:
- View its details
- Customize it (if permitted)
- Add it to your Library
- Start a new task using the template
Web Platform:
How to find the Checklist Template Library on the web platfrom
Step 1: Sign In
Open the SimplChek web platform and log in to your account.
Step 2: Open the Checklist Module
From the left navigation menu, click Checklist.
Step 3: Open Template Library
Select Template Library or Library from the checklist section.
You will see all available checklist templates organized for easy access.
What You Can Do in the Library
The Checklist Template Library allows you to:
Quick Start
Launch a Task from the Library
Once you have found the required checklist:
Tips
Common Mistakes to Avoid
Related Articles
Summary
To find the Checklist Template Library in SimplChek, open the app and tap Library on the bottom navigation bar, or on the web platform navigate to Checklist → Template Library. The library is the central location for browsing, creating, importing, customizing, and launching checklist templates used for inspections, audits, and operational assessments across your organization.
Open the SimplChek web platform and log in to your account.
Step 2: Open the Checklist Module
From the left navigation menu, click Checklist.
Step 3: Open Template Library
Select Template Library or Library from the checklist section.
You will see all available checklist templates organized for easy access.
What You Can Do in the Library
The Checklist Template Library allows you to:
- Build from scratch – Create a completely new checklist
- Build from existing template – Use and customize pre-built templates
- Upload your forms – Upload .docx or .pdf forms for conversion into digital checklists
- Edit templates – Modify existing templates (if you have permission)
- Duplicate templates – Create copies for different departments or sites
- Archive templates – Remove outdated templates from active use
Quick Start
Launch a Task from the Library
Once you have found the required checklist:
- Tap or click the template
- Enter the Due Date
- Select the Site
- Click Start Task
Tips
- Use the search bar when your organization has many templates.
- Keep frequently used templates in your Library for faster access.
- Use clear template names such as Daily Safety Inspection – Warehouse instead of generic names like Inspection Form.
- Review templates before starting a task to ensure you are using the correct version.
Common Mistakes to Avoid
- Looking for templates in Tasks instead of Library
- Starting a task without selecting the correct checklist
- Using outdated or duplicate templates
- Forgetting to add a template to your Library before attempting to start a task
Related Articles
- How to Create a Checklist
- Starting a Task
- Understanding Checklist Templates
- Mobile App Navigation
- How to Access Tasks on Mobile
Summary
To find the Checklist Template Library in SimplChek, open the app and tap Library on the bottom navigation bar, or on the web platform navigate to Checklist → Template Library. The library is the central location for browsing, creating, importing, customizing, and launching checklist templates used for inspections, audits, and operational assessments across your organization.
Note: We are constantly adding new templates. If you are looking for a specific template that we don't currently have available, please let us know on the live chat or by emailing us at [email protected].