A checklist is a complete list of important tasks that need to be finished in a specified order thus guaranteeing that no crucial steps are overlooked. These tasks can be presented as questions or a list of items to be checked off. The response required on such a list is to mark them as finished or unfinished.

• How to create a checklist? 

• Add visibility to the checklist

• Organize your checklists

  
  

How to create a checklist? 

Checklists can be created on the checklist editor page. The editor enables you to create your own checklists, order and group them in a way that will suit your needs.

If you have several properties where different people manage your checklists we suggest creating a folder for each of your properties.

To create a new checklist, click on the blue button labelled "Add New Checklist." Provide a title for the checklist and then click on the green button to save it. After saving, click on the pencil icon to start adding items to the list. To add a new question, click on "Add New Question."

Each question can have its own response type. You can choose between different types as listed below:

• Checkbox - the user can choose the answer to be a check or a fail (x)

• Date - the user can select a date from a calendar

• Date time - the user can select a date and time

• Number - the user has to input a numerical value

• Predefined Answer list - the user can choose from the predefined answers (OK, not OK, N/A)

• Multi text/comment - the user can enter text in several lines

• Single text/comment - the user can enter short text in a single line

• Time - the user can select a time

You can also organize your checks into categories/subtitles depending on your needs. To add a subtitle simply click the Add subtitle button and name it. To add or move the questions or subtitles in a specific order, simply drag the line to its position by clicking the 6 dots at the beginning of the line.

Add visibility to the checklist 

Once you have completed building your checklist, you need to add visibility to your users. Click on the green Settings button to configure the following settings:

• Property visibility: Choose the relevant property if you have multiple properties.

• User visibility: select the square to include all the users in a user group or show more to add an individual user.

• Reference: The reference section will allow you to set whether the checklists are accessible in the room as well. When you add a reference a user needs to preselect a room from the list (or start the checklist from a room) before actually completing it. You can choose the reference to be set to all rooms, rooms for cleaning or you can leave it without reference as a standalone document without a unit attached.

After ensuring everything is set up, click on the save and publish button to finalize and activate the checklist.

Organize your checklists

Create folders

In the editor where you first added a checklist, you can also create a folder by clicking the Add Folder button and then add a subfolder and so on. There is no limit to how you organize them or where the checklists lie. Their order and location will automatically be updated with drag and drop.

Duplicating checklist

To create another checklist similar to an existing one, you can create a duplicate by following the steps below.

• Click on the existing checklist you want to duplicate.

• Look for the "Duplicate" button and click on it.

• A confirmation prompt will appear to confirm your choice to duplicate the checklist. 

The system will create a duplicate copy of the checklist and you can now make any necessary modifications.