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Create Your First Checklist

Checklists in Zeltask are called "Inspections." They're based on templates and executed by operators or supervisors. This guide shows you how to run your first inspection.

Before You Start​

  • You need at least Staff Member permissions to execute inspections
  • To schedule inspections for others, you need Manager or Admin permissions
  • At least one inspection template must exist in the system

Understanding the Inspection Flow​

Inspections in Zeltask follow this process:

  1. Templates define the checklist structure (created by managers or admins)
  2. Inspections are executed based on those templates
  3. Results are recorded and can trigger actions or tickets

Steps to Execute an Inspection​

Step 1: Open the Inspections module​

  1. Click Inspections in the left sidebar
  2. The module loads showing your completed and in-progress inspections
Sidebar with Inspections menu item highlighted

Step 2: Start a new inspection​

  1. Click Execute Inspection
  2. A modal opens where you select which template to use
Inspections module with Execute Inspection button highlighted

Step 3: Select a template​

  1. Browse the available templates
  2. Click the template you want to execute
  3. The inspection form loads
Template selection modal showing available inspection templates

Step 4: Review the inspection structure​

Before answering questions, notice:

  • Inspection name and description at the top
  • Sections that group related questions
  • Progress indicator showing completion percentage
  • Total number of questions
Inspection form showing header, sections, and progress indicator

Step 5: Answer the questions​

Work through each question in order:

Question TypeHow to Answer
Yes/NoSelect one option
Multiple ChoiceSelect from available options
TextType your response
NumericEnter a number
Photo/VideoCapture or upload evidence
SignatureSign on screen
Answer a Yes/No question, then answer a Multiple Choice question

Step 6: Handle triggered conditions​

Based on your answers, the template may trigger:

  • Notifications — Alerts sent to specific users or teams
  • Required Evidence — You must upload a photo or video
  • Ticket Creation — Create a ticket to report an issue

If a ticket is triggered, complete the fields:

  • Name and description
  • Priority and due date
  • Assigned person or team
  • Location and asset (if applicable)
Triggered ticket creation form within an inspection

Step 7: Add comments (optional)​

While working through the inspection, you can leave comments to provide context or flag concerns. Comments are visible in the inspection history.

Step 8: Review and submit​

  1. When all questions are answered, click Continue
  2. The Summary screen shows all your answers
  3. Review for accuracy
  4. If you need to change something, click back to edit
  5. Click Finish to complete the inspection

Viewing Completed Inspections​

After submission:

  1. The inspection appears in your completed list
  2. Click any inspection card to view details
  3. Download or view the inspection report
Completed inspection card showing date, template name, and status

Scheduled Inspections (for Managers)​

Managers can schedule inspections in advance:

  1. Click Schedule Inspection
  2. Select the template
  3. Set the schedule:
    • Start date and due date
    • Recurrence (daily, weekly, monthly, yearly)
  4. Assign to a user or team
  5. Click Submit
Schedule Inspection form — select template, set recurrence to Weekly, assign to a team

Assigned users receive notifications about scheduled inspections.

Tips​

  • Complete inspections in order—the template may have conditional logic that depends on previous answers
  • Take clear photos when evidence is required
  • If you notice an issue, create a ticket immediately rather than waiting until the end
  • Use comments to explain unusual findings or provide context