Step 1: Access the Template Editor
To get started, log in to your BuildPass account.
Navigate to the "Checklists" section in your account.
Step 2: Access the Template Editor
Within the "Checklists" section, click on "Templates."
Step 3: Create a New Template
To create a new Checklist template, click on the "Create a New Template" button.
Step 4: Name Your Template
Once you're in the template editor, give your template a name by selecting the pencil icon at the top of the page.
Step 5: Understand Block Types
In BuildPass, there are two types of blocks you can use: input blocks and display box blocks.
Input blocks are like questions that prompt users for a response.
Display box blocks are used to present information to users.
Step 6: Add Input Blocks
Let's say you want to add a multiple-choice question. To do this, select an input block.
Choose the "Single Select" block type.
Enter your question and populate the response options.
Step 7: Set Desired Responses
Specify the desired responses for each option to enable response reporting.
Some responses can be marked as desired, while others can be left as undecided.
Step 8: Save
After setting up the input block, save your changes.
Step 9: Preview Your Template
You can preview your template to see how it will appear to users.
Make sure everything is as you want it.
Step 10: Enable Multiple Options
If you want users to select multiple options, update the question block to a "Multi-Select" block.
Step 11: Choose Different Block Types
You can also make the question a text response if needed.
Step 12: Adjust Block Settings
Explore block settings by clicking on the blocks.
You can make questions required, add actions, notes, or attachment fields as needed.
Step 13: Organize Your Template
You can organize your template into sections and groups for better clarity.
Add sections to create separate tabs and group blocks with headings.
Step 14: Finalize Your Template
Once you've set up your template with the desired questions and configurations, save your template.
Step 15: Review and Test
Before deploying your template, review it and test it to ensure everything works as intended.
Step 16: Save and Use
Once you're satisfied with your template, save it.
You can now use this template for your checklists or other purposes within BuildPass.
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