Checklists keep your trip operations clean, repeatable, and off your mental plate. With Brindlechute, you can create customized task lists for every experience—organized by stage and automatically surfaced when it’s time to act.
What Is a Checklist in Brindlechute?
A checklist is a series of tasks tied to a trip experience, organized by trip states (like Pre-Trip, Day-Of, and Post-Trip). These tasks guide you and your team through everything from prep to follow-up.
Trip State | Example Tasks |
Pre-Trip | Assign guides, confirm meals, verify meetup location |
Day-Of | Prep gear, check in clients, manage transport or meals |
Post-Trip | Submit guide reports, collect feedback, send payouts |
Trip states are flexible—you can add your own or rename the defaults to better fit your flow (e.g., “One Week Out” or “Pack-Out Day”).
What Are Smart Tasks?
Brindlechute includes five smart tasks that auto-complete based on system activity:
Assign Guides – marked complete when a guide is assigned to the booking
Collect Client Documents – completes once all required documents are received
Collect Guide Reports – finishes once the guide submits and confirms their report
Pay Guides – completes after guide payments are logged or processed
Pre Confirmation Questionnaires – completes when all required questionnaires are submitted before trip.
These tasks require no manual follow-up and help you track operational progress without extra clicks. You’ll also see status flags on the trip calendar, letting you quickly spot what’s still outstanding.
Manual Tasks You Can Customize
Most checklist items are manual tasks—simple reminders to keep things moving. Common examples include:
Confirming meetup location
Arranging shuttles
Prepping shore lunches
Packing gear or coolers
Verifying sleeping arrangements for overnights
You check these off manually when done, keeping your trip dashboard tidy and up to date.
Build Checklists by Experience
Rather than adding tasks trip-by-trip, we recommend building your checklist templates at the Experience level. This gives you full control over the complexity and scope of each checklist.
For example:
A half-day float might only need 4-5 quick tasks
A multi-day pack trip could require 20+ steps across several stages
A rare destination trip (e.g. out-of-region or annual event) might get a custom checklist just for that experience
To set up:
Go to Experiences in your dashboard
Open or create the experience
Define your trip states (e.g., Day Before, Launch Day, Post-Trip)
Add tasks under each state, with relative timing (e.g., “2 days before trip”)
Assigning Tasks
Each task can be assigned to a:
Specific guide
Team member
Role (like “Operations Manager” or “Trip Coordinator”)
Every task also has a Category, which controls how many copies of it get created:
Trip — one task for the whole trip, no matter how many guides or clients are on it. Good for things done once, like confirming the meetup location.
Booking — one copy per booking. Good for client-specific steps like confirming dietary needs or special requests.
Unit — one copy per trip unit. A trip unit is one guide's assignment to one boat or slot on one day, so a two-guide day creates two copies, and a two-day trip creates a copy for each day. Best for per-guide, per-day work like a boat check or a guide report.
This is the same trip unit your Analytics dashboard counts as a guide-day.
Helpful Tip: Keep It Lean
Checklists should feel helpful, not bloated. Resist the urge to load every task into every trip. Instead, use Brindlechute’s experience-level checklist builder to match the task load to the trip’s complexity.
Final Step: Let It Run
Once built, your checklist runs automatically. Tasks trigger at the right moment based on the trip state’s timing, and smart tasks complete themselves when possible. The result? A smoother workflow, a clearer calendar, and a better guest experience.