SwipeGuide: Creating Checklists ✅ ❌
Last updated: June 19, 2026
Create True / False Checklists for capturing performance data
End-users can easily indicate the status of machines, indicate the quality of materials, or confirm actions have been done by responding with either YES or NO.
- Users will select the green check mark ✅ for YES
- or the red cross mark ❌ for NO
After your checklist is created, your end-users will be able to submit checklists and team leads will be able to view the & analyze the submitted data:
Create Checklists
Platform Admins, Admins, or Editors can create Checklists in any Guide they can edit.
✍️You can also require an eSignature at the end of a checklist!
1. Open an existing Guide or start creating a new one
2. Click "+ New Checklist"
3. Enter a Title to describe the checklist and click SAVE
4. Click on the media icon next to the title to upload a cover image for your Checklist
5. Click "EDIT CHECKS" to create your Checklist
6. Click "+ NEW CHECK"
7. Under each check, write what should be checked. There should be only 1 element per check
8. Add an image by clicking the media icon next to the check to show the users what should they be looking for
9. Click on the "+" to create another check
10. Once you've added all of your checks, return to the Guide overview and PUBLISH your guide. Your checklist will now be visible to end-users.
👣 Follow the step-by-step instructions in SwipeGuide
✍️ To require an eSignature at the end of the checklist, continue to this article
Convert an Instruction into a Checklist
You can convert existing steps into checks by using the drag-and-drop feature within a guide to move steps to a checklist.
1. Open an existing Guide or start creating a new one
2. Click "+ New Checklist"
3. Enter a Title to describe the checklist and click SAVE
4. Navigate to the instruction that contains the steps you want to convert into checks.
5. In the instruction overview, drag & drop each step into your newly created checklist
✨ Your Step is now converted into a Check!