Overview
A Checklist on its own is invisible to the field — a Schedule is what publishes it. Every Schedule, whatever its type, needs three ingredients before a Checklist will appear in the mobile app. This article covers what they are and why all three are required.
Users must be Super Users, be listed as an Owner on a Schedule, or have the following Role to create Schedules:
Schedules: Create
Why this matters: Most "my team can't see the Checklist" questions come down to a missing ingredient — no Assignee, the wrong Target, or the Assignee lacking access to the Target Location.
The three ingredients
Ingredient | What it is |
A Checklist | The form to run. At least one Checklist must be added to the Schedule. |
A Target | Where the work happens — a Location, Asset, or Location Group. |
An Assignee | Who completes it — a User or User Group. |
Heads-up: An Assignee also needs access to the Target Location. If they don't have access to the Location, they won't see or be able to complete the Checklist even when they're listed as an Assignee.
Once you have the three
With a Checklist, Target, and Assignee in place, pick the Schedule type that fits the task — see Calendar, Continuous, or Ad Hoc — and add slots if it's a Calendar Schedule.
Frequently asked questions
Q: My Schedule is saved but nobody can see the Checklist. Why?
A: Check all three ingredients, then confirm the Assignee has access to the Target Location. For a Calendar Schedule, also confirm an active slot exists right now.
Q: Can a Schedule target an Asset instead of a Location?
A: Yes. Targets can be Locations, Assets, or Location Groups. Note that switching a Schedule to Asset targets clears any Location targets.
Q: How do I confirm everything lines up?
A: Use Schedule Metrics to verify the Checklist, Targets, and Assignees resolve correctly. See Verifying a Schedule with Schedule Metrics.