How to create checklists for your teams (cleaning, etc.)

It’s crucial to ensure that the work your team performs on your properties is flawless.

For that, there’s a tool as old as time but extremely effective: checklists.

To add checklists that will then be reviewed during the different assigned tasks, it’s simple:

1. Go to the "Missions" section.
2. Click the checklist icon in the top right.

A window opens where you can manage checklists.

To create a checklist, click "+ create checklist."

Fill in:

1. A Name: for example “Cleaning — 2-room”
2. Choose which type of task this checklist applies to (Cleaning, Maintenance, Emergency, or Custom).
3. Finally, choose whether this checklist will be the "default." Checking this box means this checklist will be used as the default for all your properties for every task of the selected type. Leaving it unchecked means the list can be chosen for some properties but not others — for example, a special list for a specific property. There can be only one default checklist per task type.
4. Click "Save."

A second window opens, allowing you to enter each item of the checklist.

Enter the instruction and click "+" each time to add items to the list. Click "Save" when you’re finished.

To edit a checklist, click the "edit" icon; to delete it, click the "Delete" button.

How it works after that: you can decide for a given property whether it uses the default checklist (if you do nothing, that will be the case) or whether you want to choose a particular list.

To change the checklists used for a given property:

1. Go to your list of properties.
2. Click the menu button "…" and choose "Mission checklists."
3. You can now choose the checklist to use for each task type. If you don’t change anything, they will be set to the default checklists.

If you want to duplicate a checklist, simply click the duplicate icon on a checklist card.

That’s all for checklists. From now on, for each task, the person responsible will need to go through the checklist when finishing their assigned task.

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