This is an in-app checklist that employees can use on a daily basis. Checklist items can be set up to appear on the list from one to all days of the week. When an employee checks an item off, the checklist displays who checked it off and when. To view past actions on the checklist, you can generate a report for any date range, including a single day.

Before You Begin

• All admin users have access to the admin page controlling these settings. Additionally, admin users are able to delegate this particular admin page to other user groups. Non-admin users with access to this page will be able to make edits that affect all locations in the app. For more information see our article on User Groups and Permissions. 
  
  
• If a checklist item must be completed multiple times per day, create distinct items for these and label them with the time they are supposed to happen.
  
  
• You may also consider making separate Checklist Types for different shifts, and having distinct checklist items for each shift.
  
  
• Each checklist will refresh 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