Introduction
Lists are the core of Blanket app. Any checklist, audit, log, or excel sheet that you use to manage your operation on a daily, weekly, or monthly cadence can be turned into a Blanket List.
With Lists you can:
Create routine tasks for line-level team members through high level managers.
Schedule them to be performed daily, weekly, monthly, or custom.
Collect real-time data, photos, and comments from the field
Automate follow up action items that can be delegated.
Celebrate team performance with a completion percentage & list scores.
Celebrate individual performance with points & leaderboards.
Build Your First List
To begin, log in to your company dashboard. Navigate to LISTS.
We have two types of templates; Global & Location.
Global Templates can be built and then pushed out to many locations, so there is consistency in the content as well as the settings (scheduling/reporting). Global Templates require a particular permission setting turned on in order to create/edit.
Location Templates are built under one location within an organization. These can be copied over to other locations as well, but location templates allow anyone with Manager Admin permissions to edit. You may want to use location templates if two locations have different layouts, hours of operations, etc which may require operational templates to vary by location.
Whether global or local, templates are built the same. Click on the blue "New List" button at the top right of the screen to begin.
Give your Checklist a name in the first field. Below the title, you'll notice four tabs, Build, Settings, Report, & Rules. We'll uncover how each tab works in the sections below.
BUILD
Use this tab to build the tasks you'd like the performer to complete. You can create Pages, sections, tasks, and choose from a variety of answer types.
Pages and Sections help to keep tasks organized. Create new Pages with the tiles across the top; click on them to re-name them. Sections will appear in bold text and you can drag and drop them around any order within the task list.
When creating tasks, be specific so that the language sets the standard expectation for what you are trying to achieve. You can drag and drop tasks to reorganize them as you go too.
The default answer type will always be Checkmark, and the default point value will always be "1" but both are customizable. Setting different answer types allows you to collect proof of tasks completed. Read more about Answer Types in this article. There is so much flexibility in our data collection options; you can require photos, apply conditional logic, and create pass/fail rules.
Click on the task row to open the task side panel for even more customized options.
Add Link button will allow you to add an external link to training content or resources
Change the point value
Check off if this item is critical (audits only). When checked, then IF this task is failed, the entire List is "failed" regardless of how the rest of the tasks are answered. This is generally used for non-negotiables.
Check off to allow user to skip task. This means the user has the option to skip this task if it's not applicable on that date. When skipped, the system will ignore this task from pointing.
Add a description to help the user understand the task
Upload an example photo for a visual representation of the standard
Set conditions for pass/fail (explained further in the Answer Type article)
Create conditional & nested tasks. We only allow for 1 nested task within a task at this time.
ALWAYS click SAVE when you're done making changes.
SETTINGS TAB
Once you have your tasks written, it's time to assign the list to the feed for the right users. Navigate from the Build tab to the Settings Tab.
The first section will set up the Schedule for the list on the store feed. Tap on a blue button to add a new scheduling for this list!
In the first box, you'll assign the list to the groups, locations & positions that will be responsible for performing the checklist. For location templates, you won't need to assign a location.
Second, set up How Often you'd like this list to automatically appear on the Store's feed.
One Off - means this list will only appear one time. Set a start date/time and an end date/time. This is a good setting to keep on while you're building lists so they don't keep showing up on feeds until you're ready.
Daily - Use this when you want a list to repeat every day, seven days per week. You do not need to set dates for this, only times that you want the list to start and end. However, if you have an overnight list, (starts at 8pm, and ends at 4am the following morning) you will need to change the end date to the following day.
Weekly - Use this when you want a list to repeat once during a single week.
Monthly - Use this when you want a list to repeat only on certain days of the month. Maybe you have an audit that is performed once per month; set the start date/times, and the end date/times.
Custom - Use then when you have a list that appears only on certain days of the week, or repeats a few times a week, but not every day. Use this for Mon / Wed / Fri lists, for example.
Allow late submission is a feature that allows your team submits a list after it's due. Turn it on if you want to use it.
To finish build scheduling, please name it with the Schedule Name field and hit "Ok" button
Next up, there is an option to set a duration. This will tell the system the minimum amount of time this list should take to complete. The user won't see this number, but having this in place will also help the system flag potential pencil-whipping (faking it).
There are some additional "advanced options" available. Read about them in this article: List Advanced Options Explained
REPORTS
You can set up email or SMS reports to send automatically once a list is submitted.
Select the position you wish this report to go to. A list report will only go to those positions that are assigned to that location.
For example, if you want the General Manager to receive the report when selecting that position, it might say "General Manager (15 members)" because this is how many GM's are within the organization, but this report will only go to those GM's who are assigned to this location.
RULES TAB
Rule alerts can be built at the task level, or at the template level. Any rules you create within the template will appear on this tab for ease of use.
