How do I add checklists to locations?
You can customize checklists however you like. Use a unique checklist that walks through each specific spot in a specific order in each unique location, make a few generally applicable checklists for all your locations and assign them accordingly, or build a master checklist.
See How do I create checklists? For help getting started with your first checklists.
Batch Location Assignment:
Assuming you've made all the checklists you want, use the following steps to add checklists to many locations in one fell swoop. Scroll further down to see how to mark items as "visible" or "hidden"
- Go to Inspections and Tasks > Manage Checklists, click the "Select Action" Dropdown from the checklist, and select "Batch Location Assignment.
- Highlight the locations you want the checklist to apply to, and select the single arrow pointing right. If your locations move over to the right, you know they now have that checklist assigned to them.
Master Checklist:
This option allows you to make one "master" checklist; if you modify the master checklist from the "Manage Checklists" page, the change will affect all locations that have that checklist. That being said, you may mark any tasks as "visible" or "hidden" within specific locations without changing other iterations of that same checklist as seen below.
- Go to Admin > Manage Locations.
Find the location where you want to attach the checklist and select "Manage Checklists" in the Actions drop-down.
Click in the box under "Select task lists" to see all of your checklists. Click on a checklist to add it (or hold Ctrl and click to select multiple checklists at once).
The checklist will appear in a table. You can reorder checklists by dragging and dropping them. This order is how they will appear on cleaner's daily task list in the mobile app.
If there are tasks in your checklist that don't apply to the location, click the "Task Visibility" button. Another pop-up window will open where you can set which tasks will be hidden for this location.
