Checklist

Whenever a process needs to be done consistently and each step needs to be confirmed, a checklist is the right tool. Common uses: opening procedures, closing cleanup, daily equipment checks, and food safety audits.

• Numbered tasks — add as many steps as the process needs, in the order staff should follow
• Task detail — expand a task to add a description and assign who's responsible
• Add Task — keep building the list until every step of the process is covered

After saving a checklist, assign it to specific staff members or by role. Assigned users will see it on their Checklist page as soon as it becomes Active. Managers can check each person's completion progress from the checklist's status page.

• Team Access field — search and select who should be assigned to this checklist
• Multiple assignees — add as many people as it needs — each shown as a removable chip
• Details tab — set the title, description, and team access before configuring tasks

Staff open their assigned checklist and work through the items, checking each one off as they go — every task is saved the moment it's marked done.

• Completed / Pending status — each task shows its current status at a glance
• Mark done from the list — swipe or tap a task to complete it, no separate screen needed
• Instructions stay visible — each task keeps its description in view, like "record temperature and note any discrepancies"