IMPACT logo

Hello, How can we help?

Back to FAQ

How to complete checklists in the mobile app

Last updated: 7 May 2026

What this does

Complete task checklist items in impact-client, including checkbox, text, number, date/time, file, image, location, radio, range, and other rule-based checklist inputs where configured.

Current access and functionality

  • Verified against the current impact-client, impact-web, and impact-marketplace code on 2026-05-07.
  • Mobile checklist work is primarily tied to assigned tasks and workflow stages.
  • Staff can complete or review checklist items where task access permits. Admins and managers may have broader access depending on project and workspace roles.
  • The app supports local checklist result storage and sync for selected checklist item changes. Structural checklist editing and template management are web-first or admin-oriented.
  • File, image, video, annotation, and location-style inputs may require device permissions and a stable connection to upload.

How to complete a checklist

  1. Open the assigned task from My Tasks, project details, or the landing/home view.
  2. Open the checklist attached to the current workflow stage.
  3. Review each checklist item and its required input.
  4. Enter the requested evidence or result.
  5. Add files, images, annotations, or location data only when the checklist item asks for it.
  6. Save or submit the checklist result.
  7. Confirm the task stage can proceed after required checklist items are complete.

Offline and sync notes

  • Simple checklist result changes can be queued locally and synced later.
  • Upload-heavy inputs such as files, images, and videos need network access.
  • If the app shows pending or stale checklist data, reconnect and reopen the task or checklist.
  • Avoid editing the same checklist from multiple devices while offline.

Common issues

  • Issue: A checklist item is read-only. Fix: You may not be assigned to the current stage or may only have review access.
  • Issue: File or image upload fails. Fix: Check device permissions, file size, network stability, and retry after reconnecting.
  • Issue: Completed items reappear as incomplete. Fix: Wait for sync, refresh the checklist, and check whether another user changed the same task stage.

Related

Keywords: checkliststasks