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Checklists

Create and manage daily task lists to keep your team organized and ensure nothing gets missed.

Overview

Checklists help you standardize daily operations by creating repeatable task lists for your team. Whether it's opening procedures, closing duties, or mid-shift tasks, checklists ensure consistency across all shifts.

Pro tip: Create separate checklists for opening, mid-shift, and closing to keep tasks organized by time of day.

Creating a Checklist

  1. 1

    Go to Operations → Checklists

    Navigate to the Checklists page from the Operations menu in the top navigation.

  2. 2

    Click "New Checklist"

    The button is located in the top right corner of the page.

  3. 3

    Enter checklist details

    Give your checklist a descriptive name (e.g., "Morning Opening - FOH") and select a category.

  4. 4

    Add checklist items

    Add each task as a separate item. Be specific so staff know exactly what's expected.

  5. 5

    Save the checklist

    Click Save to create your checklist. It will now appear on the Checklists page.

FOH vs BOH Categories

Checklists are organized into two categories:

Front of House (FOH)

Tasks related to customer-facing operations:

  • Dining room setup
  • Host stand preparation
  • Table settings
  • Customer service tasks

Back of House (BOH)

Tasks related to kitchen and operations:

  • Kitchen prep
  • Food safety checks
  • Equipment inspections
  • Inventory counts

Setting Up Recurring Checklists

Make checklists repeat automatically on specific days of the week. This is perfect for daily opening/closing procedures or weekly deep-cleaning tasks.

  1. 1

    Enable recurring

    When creating or editing a checklist, toggle on "Recurring checklist".

  2. 2

    Select days

    Choose which days of the week this checklist should appear (e.g., Mon-Fri for weekday opening).

Example: A "Weekly Deep Clean" checklist set to recur on Sundays will automatically appear each Sunday for your team to complete.

Assigning to Staff

Assign checklists to specific team members to clarify responsibility. When a checklist is assigned, that staff member will see it highlighted on their dashboard.

  1. 1

    Open the checklist

    Click on a checklist from the list to view its details.

  2. 2

    Click "Assign"

    Select a staff member from the dropdown to assign the checklist.

Completing Tasks

As your team works through a checklist, they can mark items complete. This creates a record of who completed what and when.

  1. 1

    Open today's checklist

    From the dashboard or Checklists page, click on an active checklist.

  2. 2

    Check off items

    Click the checkbox next to each task as it's completed.

  3. 3

    Mark complete

    Once all items are checked, the checklist is automatically marked as complete.

Related guides:

Staff Management ›Dashboard & Goals ›