Checklists: repeating the same checks across the network
Season opening, periodic inspection, closing — run the same list of checks across several trails and follow progress at a glance.
Some checks always come back: at season opening you go over signage, culverts, drainage and hazard trees again — on every trail. A task is the wrong tool for that: it describes a one-off problem, not a routine repeated identically across twenty trails.
That is exactly what checklists do. You define the list of points to check once, you run it on the trails concerned, and everyone ticks as they go.
Where: left navigation bar, under General → Checklists.
Three words of vocabulary
An item is a point to check: "Culverts", "Waymarking", "Hazard trees". It carries an icon, which acts as a visual anchor in the matrix.
A campaign is a run: "Season opening 2026". It applies the same list of items to a set of trails. Each trail gets its own copy — ticking "Culverts" on La Coulée ticks nothing anywhere else.
A template is a list of items saved to be run again. It is optional: you can perfectly well create a campaign by typing the items directly. A template becomes useful in the second season, when you want to run exactly the same list again.
Following a campaign on the web
A campaign view is a matrix: one trail per row, one item per column.
A campaign under way: five trails, eight items.
- 1One row per trail, with its difficulty dot.
- 2One column per item. Hover an icon to read its name.
- 3Each cell is an independent tick: this trail, this item.
- 4The right-hand column stays visible while scrolling: it holds the trail's discussion.
This layout answers the question that matters at a glance: where do we stand? A full row is a finished trail. An empty column is a point nobody has tackled anywhere yet — often a sign that the equipment or the skill is missing.
The header totals trails, items and progress. The ⋯ menu holds the rest: edit the campaign, set its repetition, duplicate it, mark it complete or delete it.
Launching a campaign
The New checklist button opens a four-step wizard:
- Name — plus, if you want, a lead and an assignee.
- Content — either an existing template, or items you type in. If no template exists, the wizard starts straight in free entry.
- Repetition — leave it empty for a one-off campaign, or set a frequency so it relaunches on its own.
- Trails — the ones concerned. This choice is what creates the matrix rows.
The per-trail discussion
Each row carries its own conversation. That is where you write "the culvert at km 2 needs replacing, not just clearing" — attached to the right trail, not lost in a general thread. These exchanges also show up in the Discussions section.
Ticking in the field
Finding checklists on mobile
Checklists are not a separate tab: they are a view of the map screen. Tap the place pill at the top left — the one showing the place name and, right below it, the current view.
The view switcher, opened from the place pill.
- 1Tap the "Checklists" card.
- 2The current view is outlined in green.
The line under the place name always tells you where you are. If you are looking for the map and can't see it, chances are you stayed in another view.
If the "Checklists" card doesn't appear at all, it is not a bug: your role has no read access to checklists. See the next section.
Ticking items
You then drill down three levels: campaigns, then the trails of a campaign, then the items of a trail. The place band stays on top at every level, with the back arrow right below it: you always know where you are.
A trail's items, in the field.
- 1The trail's progress stays visible at the top.
- 2Tapping the row or the box ticks the item.
It works without coverage. Ticks go into the sync queue and go up as soon as the connection is back — the same mechanism as tasks created offline. You see your action take effect immediately, even at the bottom of a valley.
Mobile is for ticking, not managing. Creating a campaign, changing items, setting repetition or completing a campaign all happen on the web.
Roles: who ticks, who manages
This is the point that causes the most confusion, because there are four levels, not two. In the role editor, the "Checklists" level comes with a "Check items" toggle:
| Level | What the person can do |
|---|---|
| None | The section does not appear |
| View | See campaigns and progress, change nothing |
| View + check | See and tick items. Cannot create, edit or delete a campaign |
| Manage | Everything: create, edit, repeat, duplicate, complete, delete — and tick |
"View + check" is the level most organizations don't know they have. It is the right setting for a volunteer or a seasonal employee: they do the work in the field and tick what they did, without being able to change the campaign by accident.
Templates are a separate right. They live in the place settings, not in day-to-day management. So someone can manage campaigns without touching templates, and the other way round — an administrator can prepare templates without being involved in the season's campaigns. If the Templates tab doesn't appear for you, that is the right you're missing.
One trap to know: "Manage" includes ticking. There is no need to also turn on the "Check items" toggle — it is forced on at that level anyway.
Three pieces of advice
Start without a template. Create your first campaign by typing the items. When you run the same one the following year, you'll know which to keep — and that is when a template earns its place.
One item = one observable check. "Culverts" either ticks or it doesn't. "Get the trail back in shape" never ticks cleanly, and the matrix becomes useless.
Read the columns as much as the rows. Rows tell you which trails are moving. Columns tell you which points are stuck everywhere — often the more actionable information.