Checklists

Clear tasks, consistent processes.

Create clear task lists, guide employees step by step on what to do during a shift and check the results immediately.

Checklists

Keep every shift on track.

Shift checklists help teams execute each shift with clarity and confidence. Managers create task lists on the web, assign them to shifts, and employees complete them step-by-step on their phones.

  • Create reusable checklists tailored to each store, role or shift type.
  • Add images and instructions to define what is required to complete each task.
  • Attach checklists to shifts with one click during roster creation.
  • Monitor progress and quality through clear reports and task submissions.

Help your team know exactly what a shift should look like.

Create a checklist

Step 1

Create reusable checklist templates.

Create the exact checklist your team needs for each shift, with tasks, descriptions and helpful details.

  • Capture tasks, instructions and context in one place.
  • Set clear expectations on how tasks should be completed.
  • Prepare checklists once, reuse across shifts to keep standards consistent.
Add checklists to the shift

Step 2

Attach checklists directly to shifts.

During planning, add one or more checklists to a shift so that the right tasks are always included.

  • Assign one or more checklists to any shift in seconds during roster creation.
  • Customize checklists by role, branch or day of the week.
  • Employees receive all assigned tasks together in a clear task list for the shift.
Checklist in your cell phone

Step 3

Employees complete tasks on the move.

Employees see their checklist at the start of the shift and complete the tasks one by one, exactly as specified by the managers.

  • Your team can follow tasks step by step with clear instructions and helpful media.
  • Employees document the completion of tasks with notes and media.
  • Managers get a clear insight into what has been done and how.
Track checklists

Step 4

Track shift progress and check submissions.

Managers can track progress in real time and confirm that the shift has been completed correctly.

  • Show task completion updates for all active shifts.
  • Give managers the confidence that tasks will be completed as expected on every shift.
  • Save time by checking all task submissions in one place instead of manually tracking updates.
Advantages

Reliable shifts, consistent standards, every time.

Shift checklists keep your branch running with clear tasks, guided workflows and verified results.

  • Standardized shift tasks
  • Clear instructions for your team
  • Visual proof of work
  • Task updates in real time
  • Better shift responsibility
  • Improved operating quality
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