News from Planado team

Merging checklist and report


Planado users create and perform hundreds of jobs on a daily basis. Having studied client feedback and the way the service is used, we have noticed that setting up, creating and executing jobs can be made easier.

Last year we launched a gradual change in the job form and today we have completed one more step — the consolidation of the checklist and the report.

In the previous Planado web-application version, there were two parts in the template and the job: a checklist and a performer's report.

The checklist was configured to match list items and report fields.

In the mobile application, the worker had to complete two tabs: “execution" and "report". 

After the changes, the checklist and the report have been merged. Checklist items have become "action" fields in the report. A report can consist of any set of fields.

There remains only "report" tab in the mobile application.

All the fields that were created in the checklist and the report are preserved.

In some templates, checklist items and report fields were linked together in the old interface. Now, there will not be such connection since the list has become common. Fields can duplicate each other in meaning. We recommend that you remove extra actions from the templates to make it easier for the worker to complete the report.

There have been other changes to the mobile app:

  • You cannot edit the report in a finished job.
  • The finished jobs display a resolution.
  • Mandatory report fields are indicated by an asterisk.
  • The "check box" field appears as a Yes/No field. "No" is selected by default.


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