Checklists: write them like a document
The checklist screen has been redesigned: one line per task from the keyboard, rooms that collapse, the details of the line on the right and, next to it, the cleaner's phone.
In Operations › Checklist, your checklists are now on the left and the open checklist is written in the middle, like a document. On the right: the details of the selected line, or the “What the cleaner sees” phone.
What changes for you
- Enter creates the next line, Tab turns it into a subtask, “#” at the start of a line creates a room, “*” at the end makes the line required.
- “/” opens the options without leaving the keyboard: line type, required, reference photo, and room templates (Kitchen, Bathroom, Bedroom…) with their usual tasks.
- Rooms collapse; a line or a room is moved by dragging its handle (or Alt + ↑ / ↓).
- The line panel sets its type, its reference photos and videos and its subtasks.
- “Cleaner preview” shows the cleaner's real screen next to the checklist, with an example property if you wish.
- Shift + click ticks several lines to make them required, change their type or delete them in one go.
- The planned time is set at the top of the checklist. Pending changes are counted, and the software asks for confirmation before discarding them or deleting a room with its lines.
Nothing changes for your cleaners or for your existing checklists: “Paste a list”, the templates, duplicating a checklist and the previous versions kept for cleanings already started work as before. On a phone, checklists are read-only; they are edited on a computer.