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When is this helpful?

How to find the template library

Related Articles

When is this helpful?

When you would like to select an audit form/checklist from the GoAudits template library. The templates can be modified to meet your checklist needs.

How to find the template library

Step 1: Log in to the admin portal: on a Desktop. Under ‘Setup’, select ‘Forms/Checklist’.

Step 2: You will be taken to the Template Library where you have the ability to search by different departments/industries.

Step 3: Use the Category dropbox to search templates by industry.

Step 4: Once you have chosen a template select Use This Template on the right-hand side of the screen. You will be re-directed to a new page where you can Edit any question from the checklist.

For further steps on how to customize the template, you selected, click on Configure the Audit using Form Builder

We are constantly adding new templates. In case you are looking for a specific template that we don't currently have available, please let us know on the live chat or by emailing us at

Related article:

Choose, Customize or Create Audit Template

Setup your Area Locations/Branch/Store

Configure the Audits using Form Builder

Report Setup and Styles

Setup an Email Distribution Template

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