Checklists

Build recurring checklists and complete daily opening, closing, and inspection routines.

Guides

• How to complete your opening and daily checklists — Start an assigned checklist, answer each item, capture photos, flag irregular readings, and sign off so your store's daily routine is recorded.
• How to build a recurring checklist — Create a scheduled checklist for your store, add and configure items, set acceptable ranges and irregular flags, and assign it to a role or position.
• How to edit, clone, or delete a checklist — Update an existing checklist, duplicate one to reuse it, search the setup list, or delete a checklist your store no longer needs.
• How to review checklist completion and submissions — Read the checklist reports dashboard, filter submissions, and open a submission to see responses, irregular flags, photos, and linked tasks.