How can I create a checklist in JobNimbus?

The Forms feature allows you to create checklists to follow when you arrive at a jobsite.

To create a Form in JobNimbus:

  • Log into your JobNimbus account through the web application
  • Click on your profile icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Under the lefthand Settings menu, open the Forms tab
  • Click the blue + Create Form button

Forms - Settings Tab

This will pull up the Form Details, where you will add the different action items to your checklist:

Forms - How to create Form Tasks

  1. Give your form a name
  2. If needed, further describe the form's purpose
  3. Choose a Type of task that will be done

    Forms - Task Options
    The different Types of sections you can add are:
    1. Checklist - Allows your team member to choose an answer from a set of options.
    2. Date - Allows your team member to type a date or choose a date from a calendar.
    3. Dropdown - Allows your team member to choose an answer from a dropdown list of options. This can help keep your form organized if you have several options to choose from.
    4. Multiple choice - Allows your team member to choose multiple answers from a set of options.
    5. Number - Allows your team member to type a whole number into a field.
    6. Paragraph - Allows your team member to type a long answer into a text field.
    7. Photo - Allows your team member to upload a photo to the form.
      Any photo taken while filling out the form will be added to that contact or job's file.
    8. Short answer - Allows your team member to type a short answer into a text field.
  4. Title the task
  5. If needed, describe the purpose of that action
  6. Toggle the switch to make that item required
    1. Note: if a Photo-type item is marked as required, an option to skip the question (by checking a box next to the words "Not Present") will be available when answering the questions in the form.

  7. Duplicate the task
    1. This will create an identical checklist item within the same form
  8. Delete the task to remove it from the form
  9. Add a new task


Once you've finished, click on the blue Save Form button at the top right.

Forms - Save Form


By creating a list of tasks that need to be done when you start a project, you can help increase your productivity and efficiency. 

Forms can only be completed through the Mobile App. Check out this article to learn more.