Checklists explained

How checklists work, common use cases, how to access them, and more.

Updated over a week ago

This feature is available for users who have enabled Workforce HR.

What are checklists?

Checklists are used by many businesses to organise common tasks for their employees to complete on shift. As well as ensuring necessary tasks are completed, checklists also provide confidence that the tasks being completed safely and thoroughly.

Workforce's checklist feature centralises these tasks and allows you to report on completion rates and take action where necessary.

Checklists can be configured to require:

  • Checkbox confirmation

  • Photo submission

  • Temperature recordings

  • Weight/scale recordings

Once your checklist is created, staff will be able to view and complete them through the Workforce mobile app. If any tasks are missed, or temperatures are outside the acceptable range, you can report on issues.


How are checklists structured?

Each checklist in Workforce contains sections and items to help organise tasks for your team.

  • Checklist - specify the name, relevant location, and due time of the checklist

  • Section - group similar items together

  • Item - specify the task name, type, occurrence, description, and reference file


How can I access checklists?

Checklists are available for accounts with Workforce Operations enabled.

Once enabled, find checklists under the Operations tab in your Workforce account.


When should I use checklists?

Your checklists can be used in many different ways across your business. Other customers commonly use them for:

  • Recording temperatures for digital food safety compliance

  • Ensuring safety procedures are completed for high-risk activities

  • Preparing for handovers on shift

  • Monitoring equipment calibration and accuracy

  • Collecting photo evidence to ensure brand standards are being met


Start using checklists

Check out the guides below to get started with checklists:

FAQs

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