How do I create a checklist?
You can create custom checklists and configure individual tasks with specific scheduling, scoring, and photo requirements.
Steps to create a checklist
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Go to Quality in the left-hand menu and select Checklists.
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Click Add Checklist in the top right corner.
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Enter the checklist name and click Save.
Adding tasks to your checklist
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Click Add Task in the top right corner.
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Enter the task name (e.g., "Mop floors").
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Configure the task settings:
Frequency
Set when the task should appear:
- Every day: Task appears daily (default setting).
- Weekly: Select specific days of the week.
- Monthly: Select which week and day of the month.
Start Date
Select when the task should begin appearing.
Scoring Template
Choose a scoring template for the task:
- Use the default template that comes with Clean Smarts.
- Select a custom scoring template you've created.
Photo Requirements
Require photos for the task:
- Set the percentage of time a photo is required (0-100%).
- 100%: Photo required every time.
- 50%: Photo randomly required half the time.
Display Settings
Choose where the task appears:
- Cleaner's checklist: For daily task completion.
- Inspection only: Task appears only for supervisor inspections.
- Click Save to add the task to your checklist.
You can edit or delete tasks at any time by clicking on the task options.