Task Checklists
A checklist breaks a task into steps. Staff tick each step in the staff portal, and you see the progress on the task page.
Adding a Checklist to a Task
- Create a task with New Task, or open a pending or assigned task and click Edit.
- In the Checklist card, click Add Item and type the step, for example "Strip and remake all beds with fresh linens".
- Repeat for each step. Remove a step with its x.
- Click Create Task or Update Task.
A task with no checklist or description shows "No checklist or instructions yet." on its page, with an Add a checklist button.
Starting From a Template
Load from Template, at the top of the new task form, copies a template's checklist into the task, along with its title, type, priority, duration, and description. Every item starts unticked.
Every company starts with three templates:
| Template | Checklist covers |
|---|---|
| Turnover Clean | The regular clean (beds, bathrooms, floors, kitchen, trash, amenities) plus checking for left items and damage, laundry, restocking, resetting the A/C, and locking up. |
| Deep Clean | The regular clean plus inside appliances, descaling, windows and tracks, behind furniture, and washing duvets and protectors. |
| Pre-Arrival Preparation | Confirming the turnover, A/C and hot water, Wi-Fi, starter amenities, outdoor areas, door codes, and a final walkthrough with photos. |
Turnover and pre-arrival tasks created for confirmed bookings use these templates, so they come with these checklists.
Saving Your Own Template
- Fill in a new task, including its checklist.
- Tick Save as template for future use at the bottom of the form.
- Enter a Template Name, for example "Clean BBQ Grill".
- Click Create Task.
The template appears in Load from Template next time. Templates can't be edited or deleted from the app, so name them carefully.
Tracking Progress
- Staff tick items in the staff portal while the task is in progress, in any order.
- Managers see the checklist and its progress, such as "4 / 7 completed", on the task page. In Edit, each item has a Done box you can tick.
A task can be completed with items left unticked. Ask staff to explain skipped items in Completion Notes.
Common Questions
Can staff add checklist items? No. They can only tick the items you set.
Is it logged who ticked each item? No. The checklist records which items are done. The task timeline records when the task was started and completed.
Related
- Task Management: Creating and managing tasks.
- Task Assignment: Assigning tasks to staff.
- Staff Portal: How staff work through tasks.