--- title: 🔗How to attach checklists to a project (en) description: "Once you have created checklist templates, they must be added to a project to become available in the app.\nHere you will see how to add checklist templates to projects and work orders." --- [Skip to content](https://help.ditio.app/en/ditio-knowledge-base/how-to-attach-checklists-to-a-project#main-content) - [English](https://help.ditio.app/en/ditio-knowledge-base/how-to-attach-checklists-to-a-project) - [Norwegian Bokmål](https://help.ditio.app/nb/ditio-knowledge-base/hvordan-legge-til-sjekklister-på-et-prosjekt) English Show submenu for translations Ditio AS Open main navigation Close main navigation - - [English](https://help.ditio.app/en/ditio-knowledge-base/how-to-attach-checklists-to-a-project) - [Norwegian Bokmål](https://help.ditio.app/nb/ditio-knowledge-base/hvordan-legge-til-sjekklister-på-et-prosjekt) English Show submenu for translations - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Ditio Hjelpesenter.](https://help.ditio.app/en/ditio-knowledge-base?hsLang=en) 2. [Checklists](https://help.ditio.app/en/ditio-knowledge-base/checklists?hsLang=en) # 🔗How to attach checklists to a project (en) ## Checklist templates you create in Ditio are not automatically available out in the field. They must first be attached to a project — and you can also control whether they apply to the entire project or only to selected work orders.  **This guide takes you through the whole flow: from opening the Checklists module, to the templates being ready in the Ditio app for the people who will fill them in.**  ### **Before you start** **To attach checklists to a project, the following must be in place:** - You must be an **administrator or super user** in the company - **The checklist template must be created** — you can't attach templates that don't exist. If you don't have the template yet, create it first via **View checklist templates** in the top-right of the Checklists overview. - **The project must exist** in Ditio - If you want to limit the template to selected **work orders**, these should be created on the project beforehand **Tip:** You can attach several templates to the same project — for example one safety-inspection template, one JSA template and one self-check. Users in the app then get a single list to choose from. ---  **Entire project or specific work orders?**  The most important choice in this flow is how broadly the checklist should be available: | Choice | When it fits | | --- | --- | | **Entire project** | The checklist applies regardless of which work order the user is checked in on. Typical for safety inspections, general HSE rounds, daily safety meetings. | | **Selected work orders** | The checklist is discipline-specific and belongs only to certain activities — e.g. a concrete check on the work order "Slab casting", or a machine check on "Excavation". | **Rule of thumb:** Start with the entire project. Switch to a work-order filter when the list in the app starts getting long and users complain about scrolling through irrelevant templates. --- ### Step 1: Open Checklists  Click **"Checklists"** in the left-hand menu. You'll land on the overview showing all projects you have access to.  ![](https://help.ditio.app/hs-fs/hubfs/en-step-1-project-list-png-1.png?width=670&height=419&name=en-step-1-project-list-png-1.png)*The project list under the Checklists module. The red box marks the menu option.*  --- ### Step 2: Find the project and open Project settings Search for or scroll to the right project. On the project row: 1. Click the **three dots (⋮)** on the far right 2. Select **"Project settings"** from the menu that pops up You're now inside the settings for that specific project — other projects are not affected by the changes you make here. Don't see "Project settings" in the ⋮ menu? Then you lack the required rights. A regular user sees the menu itself, but not this option — it requires an administrator or super user. ![](https://help.ditio.app/hs-fs/hubfs/en-step-2-three-dot-menu-png.png?width=670&height=419&name=en-step-2-three-dot-menu-png.png)*Three-dot menu with Project settings*  *Click ⋮ on the project row and select Project settings*  --- ### Step 3: Click "Add template" You now see **Project settings** for the project, with an overview of **Active templates**. If the project doesn't have any templates yet, you'll see "No templates — There are no checklist templates attached to the project". Click **"Add template"** in the top-right. **Bonus:** Under "Receivers of all checklists in the project" you can add users who should receive an email when someone submits a checklist on this project. Entirely optional. ![](https://help.ditio.app/hs-fs/hubfs/en-step-3-project-settings-png.png?width=670&height=419&name=en-step-3-project-settings-png.png)*Project settings with the "Add template" button* --- ### **Step 4: Choose which templates to include** The **"Add template"** dialog opens. On the left you see the folder structure with all available templates. - **Tick** the box next to each template you want to add (you can select several) - **Note:** If you click a **folder**, **all** templates in that folder are selected. If you only want one or a few templates, open the folder and tick each template individually. - **Selected templates** appear in the list on the right under **Templates:** — remove one by clicking the trash can next to its name - Use **Search in templates** at the top if you have many templates - Click **"Next"** when you're happy ![](https://help.ditio.app/hs-fs/hubfs/en-step-4-select-templates-png-1.png?width=670&height=419&name=en-step-4-select-templates-png-1.png)*Selecting templates in the dialog*  **Checkpoint:** Review the list on the right before you click Next. Are all the templates you wanted there — and only those? Extra templates end up in the app and can cause confusion. If the list has far more templates than you expected, you've probably clicked a folder — remove the ones you don't want with the trash can before you click Next. --- ### Step 5: Choose the scope — entire project or work orders Now you choose where on the project the templates should be visible. You have two options: - **A. Entire project** — tick **Attach to entire project**. The templates are available regardless of which work order the user has selected. - **B. Selected work orders/chapters** — leave the box unticked, and instead tick specific work orders in the tree on the left. Users checked in on **other** work orders won't see the templates. Use **Search in tasks and chapters** at the top if you have a large project. Click **"Save"**. The attachment takes effect immediately. In the app it may take until the next sync before the template appears — ask the user to pull down the list to refresh. ![](https://help.ditio.app/hs-fs/hubfs/en-step-5-choose-scope-png.png?width=670&height=419&name=en-step-5-choose-scope-png.png)*Choose the scope and save*  If you selected several templates in step 4, the scope here applies to all of them by default. If you need fine-grained control (template A only on work order X, template B on Y), repeat the whole flow once per template.  --- ### After the checklist is attached - **Users see the template** under Checklists in the app when they're logged in to the project (and, if you limited the scope, standing on the right work order) - **You can attach more templates later** without affecting completed checklists — completed instances are separate from the template attachment - **If you remove a template** from the project, the ability to start new checklists from it disappears, but already-completed checklists are kept and can still be opened. Removed templates move to "Deactivated checklist templates" further down the page, and can be re-attached from there. - Users who have the Ditio app open may need to pull down to refresh the list before the templates appear --- ### **ℹ️**Frequently asked questions **Users don't see the checklist in the app — what's wrong?** By far the most common reason is that **the worker isn't checked in on the right project**. Checklists show in the app based on which project (and possibly work order) the user is checked in on right now — ask them to check out and back in on the correct project. Other possible causes: - The user doesn't have project access — check the user's project access. - You've limited the checklist to a work order the user isn't checked in on. Ask the user to check in on the right work order, or widen the scope to the entire project. - App cache. Ask the user to pull down the checklist list to refresh, or close and reopen the app. **Can I attach the same template to several projects at once?** Yes, repeat steps 1–5 for each project. There is no bulk function in Ditio today — each project has its own checklist attachments. **What happens if I publish a new version of the template?** Existing attachments update automatically — the next time someone starts a new checklist from the template, they get the latest version. Checklists that are already filled in keep the version they were started with. **Can I change from "entire project" to a "work-order filter" later?** Yes. Go back to **Project settings** and click **"Change work orders"** on the template row in the list of active templates, then adjust the scope. Changing the scope requires an administrator, or a super user who is the foreman on the project. The change applies going forward — checklists started before the change are not affected. **Why can't I find my template in the list in step 4?** - The template may not be created yet. Go to Checklists → View checklist templates. - The template was created in another company. Checklist templates are company-specific. (Companies within the same company structure — parent/subsidiary — share templates.) - You lack the required rights. Ask an administrator to help, or get your role upgraded. **Do subcontractors get access to the checklists?** Yes — anyone with project access (including subcontractors) sees the templates attached to the project, as long as the scope fits the work order they're on, and as long as the subcontractor is registered under the project's company. --- ❓ **Have more questions?** **Check out our help center: [Help center](https://help.ditio.app/en/ditio-knowledge-base?hsLang=en)** Or contact Ditio Support: 📞 +47 941 47 041 📧 [support@ditio.no](mailto:support@ditio.no)   - [Ditio Core App](https://help.ditio.app/en/ditio-knowledge-base/ditio-core-app?hsLang=en) - [Competence](https://help.ditio.app/en/ditio-knowledge-base/competence?hsLang=en) - [Payroll and absence](https://help.ditio.app/en/ditio-knowledge-base/payroll-and-absence?hsLang=en) - [Checklists](https://help.ditio.app/en/ditio-knowledge-base/checklists?hsLang=en) # Ditio AS [mailto:email@email.com](mailto:email@email.com) Copyright © 2026, Ditio AS