Summary

The Daily Checklist is an in-app checklist your employees can use each day. You can set each item to show on one or all days of the week.

What This Does

When an employee checks off an item, the checklist shows who checked it and when. To see past actions, run a report for any date range, including a single day.

Before You Begin

• All admin users can open the admin page that controls these settings. Admin users can also delegate this page to other user groups. Non-admin users with access to this page can make edits that affect all locations in the app. See User Groups and Permissions.
• If an item must be done more than once a day, create a separate item for each time and label each with its time.
• You can create separate Checklist Types for different shifts, with separate items for each shift.
• Each checklist refreshes at midnight.

Topics

• Create Checklist Types How-To
• Create Checklist Items How-To
• Use the Daily Checklist How-To
• Run Daily Checklist Report How-To