Checklists let you standardize how work gets done. You can create reusable checklist templates and attach them to tasks so your team follows the same process every time.
What checklists are for
Use checklists when a task needs:
A repeatable sequence of steps
Quality control
Required notes or photos
More detail than a simple completed status
Examples include:
Turnover cleaning
Property inspections
Maintenance walkthroughs
Restocking or setup tasks
Checklist template types
You can organize checklist templates by type:
Cleaning
Inspection
Maintenance
Other
This makes it easier to filter and reuse the right checklist for each task.
What you can do with checklists
Create a new checklist template
Search by checklist name
Filter by checklist type
Edit a checklist
Clone a checklist
Delete a checklist
How to create a checklist
Open Operations > Checklists.
Select Checklist.
Add a name.
Choose a type.
Add an optional description.
Add checklist items.
Save the checklist.
Checklist item types
Each checklist item can be configured for the type of response you want.
Available item types:
Yes / No
Count
Rating
Condition
List
How each item type works
Yes / No: Best for pass/fail checks.
Count: Best for numeric totals.
Rating: Best for scored evaluations.
Condition: Best for standardized condition tracking such as good, dirty, damaged, or missing.
List: Best for sub-tasks that need to be completed inside one checklist item.
Checklist item settings
Each checklist item can include:
Label
Description
Required or optional status
Required photo
Required note
If a checklist item requires a note or photo, the item is not fully complete until that requirement is met.
Using checklists in tasks
You can attach a checklist to a task by:
Selecting a checklist template in the task form
Adding or editing checklist items directly inside the task
This gives you the flexibility to use a reusable template while still adjusting items for a specific job.
When to clone a checklist
Clone a checklist when you want to:
Reuse an existing checklist as a starting point
Create a version for a new team or workflow
Make changes without affecting the original template
Best practices
Keep checklist names clear and consistent.
Use template types so teams can find the right checklist quickly.
Use required photo and required note only when proof is important.
Use checklist templates for repeated work instead of rebuilding items from scratch.