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Assets - AirDrop Share Templates

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Written by Angela Mazon
Updated yesterday

Overview

You can share Component Templates and Asset Templates directly between devices using AirDrop. From a template's detail screen, tap the share button to send the full template — including all task templates, component types, products, and attachments — to a nearby iPhone or iPad running Redlist. The receiving device automatically imports the template data into its local Redlist database. This makes it easy to copy templates across devices or share your standard configurations with team members in the field.

Accessing Templates

Both Component Templates and Asset Templates are accessed from the Assets screen.

  1. Tap the Assets tab in the bottom navigation bar

  2. Tap the ⋯ (ellipsis) button in the top right corner

  3. Tap Component Templates or Asset Templates

How to Share a Component Template via AirDrop

  1. Navigate to Component Templates by tapping the ⋯ (ellipsis) button in the top right corner

  2. Tap the component template you want to share

  3. On the Component Template detail screen, tap the share button (box with arrow icon) in the top right toolbar

  4. The iOS share sheet opens — tap AirDrop

  5. Select the nearby device you want to send the template to

  6. The recipient taps Accept on their device when the AirDrop notification appears

  7. Redlist automatically imports the template on the receiving device

The shared Component Template includes:

  • The component type and its icon

  • All task templates associated with the template

  • Task types and maintenance method types

  • File attachments linked to the task templates

  • Product references used in the task templates

How to Share an Asset Template via AirDrop

  1. Navigate to Asset Templates by tapping the ⋯ (ellipsis) button in the top right corner

  2. Tap the asset template you want to share

  3. On the asset template detail screen, tap the share button (box with arrow icon) in the top right toolbar

  4. The iOS share sheet opens — tap AirDrop

  5. Select the nearby device you want to send the template to

  6. The recipient taps Accept on their device when the AirDrop notification appears

  7. Redlist automatically imports the template on the receiving device

The shared Asset Template includes:

  • The full PM program and its structure

  • Assets and program sections

  • All components with their types, images, and file attachments

  • Component tasks with task types, maintenance method types, and products

  • Task-level file attachments and field values

How to Receive a Template via AirDrop

When another device sends you a Redlist template via AirDrop, you do not need to do anything in the app ahead of time.

  1. An AirDrop notification appears on your device with a Redlist template data preview

  2. Tap Accept

  3. Redlist opens automatically and imports the template data

  4. An AirDrop Import Complete alert confirms the import was successful

  5. The imported template is now available in your Component Templates or Asset Templates list

Note: Both devices must have Redlist installed. AirDrop requires Bluetooth and Wi-Fi to be enabled on both devices, and they must be within range of each other (generally within 30 feet).

Understanding What Happens After Import

  • Component Templates are immediately available in your Component Templates list and can be applied to components on your assets

  • Asset Templates are immediately available in your Asset Templates list and can be applied when setting up new assets or PM programs

Best Practices

Share One Template at a Time: Each share action sends one template — repeat the process for each template you want to transfer.

Keep AirDrop Set to Contacts Only or Everyone: If the AirDrop notification does not appear on the receiving device, check that the recipient's AirDrop visibility is set to Contacts Only or Everyone in their iPhone Settings or Control Center.

Troubleshooting

Issue: The share button does not appear in the toolbar on the template detail screen

Solution: Make sure you have tapped into a specific template's detail screen — the share button is not available on the list screen.

  1. Make sure you have tapped into a specific template's detail screen — the share button is not available on the list screen

  2. Sync the app and reopen the template if the button is still missing

Issue: The AirDrop notification does not appear on the receiving device

Solution: Check that both devices have Wi-Fi and Bluetooth enabled, AirDrop visibility is set correctly, and both are within range.

  1. Confirm both devices have Wi-Fi and Bluetooth enabled

  2. Make sure the receiving device's AirDrop is set to Contacts Only or Everyone — go to Settings > General > AirDrop, or swipe to open Control Center and long press the connectivity panel

  3. Ensure both devices are within range — AirDrop works best within 30 feet

  4. Try locking and unlocking the receiving device, then try sending again

Issue: The AirDrop Import Failed alert appears after accepting

Solution: Confirm Redlist is installed and signed in on the receiving device, then try sending again.

  1. Confirm the receiving device has Redlist installed and is signed in to an account

  2. Try sending the template again — occasional file transfer issues can cause a one-time failure

  3. Contact your administrator if the error persists, noting the error message shown in the alert

Issue: The imported template is missing some task templates or products

Solution: Verify the template is complete on the sending device before resharing — the import may have been interrupted.

  1. Open the template detail screen on the sending device and verify all task templates are visible before resharing

  2. Reshare the template — the import may have been interrupted

  3. Manually add any missing task templates to the imported template on the receiving device

Summary

AirDrop sharing lets you transfer Component Templates and Asset Templates between Redlist devices quickly and wirelessly. Open the template detail screen, tap the share button, select a nearby device, and the recipient's Redlist automatically imports the full template — including task templates, products, and attachments — with no manual data entry required.

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