Free Checklist Templates

How to Create a Checklist Template Using SafetyCulture

SafetyCulture is a powerful inspection and audit tool that industry leaders use in creating checklist templates and conducting inspections according to business needs. SafetyCulture helps ensure that a comprehensive checklist will contribute to the effectiveness of a project, endeavor, or business process. Below are the three ways to create a checklist using the SafetyCulture app:

Upload and convert

Upload and convert lets you upload existing checklists in the form of Word, Excel, or PDF, and allows you to convert them into digital templates using SafetyCulture. To do this, follow the steps below:

1. Log in to the SafetyCulture web app.
2. Select Templates from the menu on the left-hand side.
3. Click + Create template on the upper-right corner of the page.
4. Click Upload and convert form. This will open a window to your computer file directory.
5. Navigate through your directory and double-click the Word, Excel, or PDF file you want to convert. This will start the template conversion.
6. Track the progress of the template conversion with the progress bar on the page.
7. Check if the Template Editor loads with your form now as a SafetyCulture template once the template conversion is complete. Please note that while our Template Editor does its best to interpret the form in the conversion process, you may need to take a look at our template-building guide, so you can edit your template further and give it the finishing touch.
8. Upload the finished template to the Public Library so that your teammates and other industry professionals can use it anytime, anywhere, for free. Here’s how it works: How to upload and remove templates from the Public Library.

For more information about this, please refer to our knowledge base page.

Create

This option lets you create your own template from scratch and gives you full control of how the template would look. Follow the steps below to be able to do this:

1. Log in to the SafetyCulture web app.
2. Select Templates from the menu on the left-hand side.
3. Click + Create template on the upper-right corner of the page.
4. Click the option of blank template.
5. Add your template title, description, and title page details.
6. Start adding questions to your checklist template.
7. Organize your questions into sections and pages to streamline the inspection experience.
8. Add a logo to your template by clicking Report on the top of the page and uploading the image at the right side of the Report tab.
9. Upload the finished template to the Public Library so that your teammates and other industry professionals can use it anytime, anywhere, for free.

For a more comprehensive and detailed guide about this, please refer to our knowledge base page.

Download and customize

This download and customize option, as the name suggests, lets you download templates from the Public Library, and use them as is or customize them according to your needs. To do this, you can go directly to the Public Library and select templates from there or follow the steps below:

1. Log in to the SafetyCulture web app.
2. Select Templates from the left-hand side menu.
3. Select Public Library tab on the top of the page.
4. Search for a template by keywords in the search field, filter by industry from the drop-down menu, or browse through the list.
5. Choose to download and immediately start a new inspection or edit the template. If you want to edit the template, click Edit questions.
6. Edit the template based on your needs and specifications.
7. Proceed with the inspection as normal.

For more information about this, please refer to our knowledge base page.

Another important feature of creating checklist templates using SafetyCulture is that it allows you to select the best set of responses according to determined standards and based on your desired outcome. While typically used responses are Yes or No, Compliant or Non-Compliant, and Pass or Fail, you can always create and customize on your own. For more information on this, refer to this knowledge base page.

Additionally, if you want a more accurate insight into the result of your inspections or audits using checklist templates, you can make use of SafetyCulture’s Scoring feature. This lets you incorporate a score to every response, which also allows for a more comprehensive and measurable result that, over time, you can use for analysis of performance and continuous improvement.

Further, raise your collaborative capabilities with Integrations. This feature lets you connect SafetyCulture to your teams’ other tools and allows for a more streamlined process between software programs.

If you want to know more about SafetyCulture’s features and capabilities, please visit our Knowledge Base.