How to create a routine task list

Use the interactive demo below to see how this feature works in WashUp. Click through the steps to explore a sample setup before using it in your own account.

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Introduction

Routine task lists are used for scheduled, recurring work such as opening procedures, closing checklists, and weekly or monthly routines. Creating routine task lists ensures your team knows what needs to be done, when it needs to be done, and how work should be completed.

Note: This action requires Admin or Super Admin permissions.

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Step 1: Accessing Tasks

1. Sign in to your WashUp account.
2. From the left-hand sidebar, click Tasks.
3. Click Task Library.
4. Click Create New List and select Routine Checklist.

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Step 2: Creating the Task List

1. Enter a clear, recognizable name for the task list.
   Example: “Opening Checklist” or “Weekly Maintenance”
2. Add a Task List Description that explains when and how this checklist should be used.
   Example Description: Use this checklist every morning before opening to ensure the wash is fully operational and ready for customers.

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Step 3: Configuring Task Aging

Task Aging controls what happens if a task is not completed by the end of its scheduled day or period.

1. In the task list settings, locate Task Aging.
2. Choose one of the following options:
   • Enabled – Incomplete tasks carry over and appear as Past Due until completed.
   • Disabled – Each new day or period starts with a clean task list.

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Step 4: Adding Tasks to the List

Once the task list is created, add the individual tasks your team will complete.

1. On the newly created task list, click Add Task.
2. Enter a clear, action-oriented task name that describes one specific action.
   Example: “Check chemical levels” or “Empty trash cans”
3. Add instructions if clarification is helpful, especially for new team members.
4. Select the task frequency (daily, weekly, or monthly) based on how often the task should appear.
5. Enable photo or note requirements if accountability or verification is needed.
6. Repeat these steps until all tasks are added to the list.

Tip: If you already have checklists on paper, clipboards, whiteboards, or notes apps, simply transfer those tasks into WashUp to get started quickly.

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Step 5: Reviewing and Creating the Task List

Before relying on the task list, take a moment to review it.

1. Confirm tasks are ordered in the natural workflow sequence.
2. Verify assignments are correct.
3. Double-check Task Aging settings based on task importance.
4. Once active, the task list will automatically generate tasks based on its schedule.

Important Notes & Tips
- Only Admin and Super Admin users can create or edit task lists
- Use short, clear task names that match how your team already talks
- Assign tasks by role instead of individual users when possible
- Avoid overloading a single task list with too many tasks
- Start simple—you can refine task lists as your operation evolves
- Review task completion history to identify gaps or improvements

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Related Articles

• Routine vs Situational Task Lists
• Task Aging: Enabled vs Disabled
• Create a Routine Task List from Scratch
• Import a Routine Task List Using a CSV File
• Duplicate a Routine Task List from Another Location