Checklist items allow you to break down tasks into individual checkpoints or activities. This helps staff members understand exactly which steps need to be completed and makes it easier to monitor task progress. Checklist items are particularly useful for cleaning tasks, technical inspections, maintenance activities, and quality control procedures.
Creating a checklist item
Follow the steps below to create a new checklist item:
Navigate to Tasks > Tasks > Checklist.
Click New checklist item in the top-right corner.
Enter a clear name that describes the activity or inspection that needs to be completed.
Click Save changes to create the checklist item.
Linking checklist items to a task
Checklist items can be added to both one-time tasks and automated tasks. For more information about creating tasks, please refer to the articles Creating a one-time task and Creating automated tasks.
Once a task has been created, navigate to the Checklist tab within the task settings.
Select the checklist items that should be included in the task checklist. It is also possible to create a new checklist item directly from here.
Using checklist items during task execution
When a staff member opens a task, all linked checklist items are displayed. As the work is being completed, checklist items can be checked off individually. This provides a clear overview of which parts of the task have already been completed and which items are still outstanding.
