. Open Checklists and Create New Checklist
Click the Checklist tab on the left, then select
Create New Checklist.
. Start From Scratch or Template
. Name & Locate the Checklist
- Name: Enter a descriptive title.
Location: Pick where the work occurs (add new locations under Locations).
. Schedule, Weather & Reminders
- Select date and time.
- Record expected weather conditions.
- Enable recurrence and choose reminder timing & recipients.
. Select Vehicle & Customize Items
- Choose the vehicle for this checklist.
- Review pre‑populated maintenance tasks — delete any that don’t apply and add new items as needed.
. Attach Media, Notes & Save
- Drag‑and‑drop photos or videos for visual references.
- Add any additional notes.
Click Create Checklist to save. After saving, you can View, Edit, or Share the checklist with Motive Archive contacts.