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Checklists Overview

Learn how to access checklist templates, create schedules, add exceptions, manage completed tasks, and adjust checklist Settings.

Updated over 3 months ago

On the Checklists modules, you can do the following:

  • What's on the Checklist Template page? Learn how to navigate through the page in the article below:

  • You can access all Scheduled Checklists for the Franchisees / Sites (Centres / Rooms) the User has access to via To-List screen.

  • Set up a Schedule to automatically add recurring Checklist Templates (daily, weekly, monthly, etc.) to users' To-Do Lists when they're due.

  • Easily create surveys for your checklists in 1Place, allowing anyone to complete them without logging in, allowing them to access quickly and seamlessly via a web browser.

  • You can block specific dates, date ranges, or recurring dates from checklist schedules, preventing them from being assigned when they’re not needed.

  • Allow you to see every single checklist that has been started and finished.

  • Enables you to turn on/off photo uploads and the duration of Overdue Checklist to sit in your dashboard.

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