Help › Planning the work

How do I build a checklist?

For owners and office staff

A checklist is the list of tasks the crew checks off.

1. Add from list adds tasks from your task library, one click each.
2. + Task adds a task you type in. Tick Save to list to reuse it later.
3. + Tables / chairs / items adds a count from your inventory, such as “80 8-ft tables”.
4. + Section heading groups the tasks below it. + Info line adds a note that is not a checkbox.
5. Use the ↑ ↓ arrows to reorder lines and ✕ to remove one.

More in “Planning the work”

• How do I create a work order?
• How do I assign work to someone?
• How do I make a work order repeat?
• How do I copy a work order, a day or a week?
• How do I save a work order as a template?
• How do I import from a spreadsheet?

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