The Schedule section is where you create and manage all scheduled work in InspectU — including Inspections, Checklists, and Tasks. Each type follows a similar flow but has a few unique fields. This article walks you through how to schedule each one.

To get started, click Schedule in the left-hand navigation menu. You'll see three tabs at the top: Inspections, Checklists, and Tasks.

Scheduling a checklist follows the same three-step process as an inspection, with a few label differences.

Step 1: Basic Settings

Click the Checklists tab and click Create Checklist.

The fields are identical to the inspection flow, with these differences:

• Checklist Templates replaces Inspection Templates — select from available checklist templates for the chosen organization.
• Checklist Name replaces Inspection Name.
• Instructions for Completing Checklist replaces the inspection version but works the same way.

All other fields — Categories, Submission Instructions, Due Date, and Attachments — are the same as described in the inspection flow above.

Step 2: Assignment / Recurrence

This step is identical to the inspection flow. Select the site(s), assign users per site, and optionally configure recurring settings.

Step 3: Overview

Same as the inspection overview — review all details, edit anything as needed, then choose Save as Draft or Schedule.

Managing Scheduled Items

From any of the three tabs (Inspections, Checklists, Tasks), you can:

• Show Fields — Customize which columns appear in the list view.
• Show Filters — Filter the list by status, date, site, or other criteria.
• Order Entries By — Sort by different columns.
• Show Archived [Items] — View items that have been archived and are no longer active.

Tips

• Use templates. Selecting an inspection or checklist template at the start auto-fills instructions and structure, saving significant time.
• Assign multiple sites at once. In Step 2, you can select multiple sites and InspectU will automatically create a separate scheduled item for each one.
• Save as Draft first. If you're not ready to notify users, use "Save as Draft" and return to publish it when you're ready.
• Use Recurring for routine work. Inspections, checklists, and tasks that happen on a regular schedule can be set to recur automatically so you don't have to recreate them each time.
• Progress is auto-saved. For inspections and checklists, your work in Steps 2 and 3 is automatically saved, so it's safe to close the page and return later.