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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 Step 3- 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:

Step 1 - Choose, Customize or Create Audit Template

Step 2-Setup your Area Locations/Branch/Store

Step 3- Configure the Audits using Form Builder

Step 4-Report Setup and Styles

Step 5-Setup an Email Distribution List

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