Checklists

Items staff tick off while they work, with required photos. A default checklist for every type of work.

Who it is for: Owners and managers

A checklist is the list of items the assignee ticks off during a task. You edit checklists on the Checklists page.

A new checklist

  1. Press New checklist.
  2. Enter the Checklist name, Type of work and Applies to (all properties or one).
  3. For Start with, pick a ready-made list or Empty checklist.
  4. Press Create checklist, then add items.

Items

  • New item adds an item; Move up and Move down change the order.
  • Tick Photo required on an item that needs a photo, such as “Bathroom” or “Minibar”. The assignee can’t hand the task in until every such item has a photo.

The default checklist

For each type of work, one checklist is the Default. Every new task of that type gets it automatically, including the ones Kleenee creates. A checklist for one property comes before one for all properties. Make default changes the default.

Changes apply to new tasks

A task copies the checklist items when it is created. Changing a checklist doesn’t change existing tasks, including work in progress.

Removing

Remove checklist takes the checklist out of the choice for new tasks. The default checklist can’t be removed; make another one the default first.

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