Create a routine task list

A skipped closing checklist shows up as a dirty bay at open. A routine task list is the same checks, in the same order, appearing on their own every day you set.

What you'll need

• Available on the Bundle plan, or on a Custom plan that includes Tasks.
• Super Admins and Admins build task lists. Team Members can open the Task Library and read what's there, but the buttons to create or edit a list aren't shown to them.

Create the list

To create a routine task list:

1. Select Tasks in the side menu, then Task Library.
2. Select Create New List, then Routine List.
3. Select Start from scratch.
4. Enter a Task List Name, plus a Task List Description if the list needs one.
5. Set the Task Aging toggle for the whole list.
6. Type each job under Task Name, adding a row with Add Task.
7. Give every task a Frequency, then select Save Changes.

Set how often each task repeats

Frequency is required on every task in a routine list, and it sits right under the task's name as three tabs.

• Daily—tick the weekdays it runs on, from Sun through Sat.
• Weekly—repeat every 1 to 52 weeks, on the days you tick.
• Monthly—repeat every 1 to 12 months, on a date or on a weekday such as the last Friday.

Drag a task by its handle to reorder the list. Task frequency and timing options explained covers the rest, including the time-of-day settings under Advanced Options.

Common questions

Related articles