Keep track of your employee’s tasks with checklists
How to Create a Checklist
Duration (minutes): Number of minutes employee(s) has to complete the checklist. Duration (hours): Number of hours employee(s) has to complete the checklist. Duration (days): Number of days employee(s) has to complete the checklist. Require Employee Pin: If No, the employee is not prompted to enter their Pin. Pin Entry Type: If require employee Pin is Yes, employee Pin is required when completing each task. Or toggle to only require employee Pin when closing the checklist. Target Roles: If selected, the employee attached to the role will be notified of a checklist requiring attention. Validate Role on Pin Entry: If Yes, only employees attached to the target role can complete the checklist. Require Employee Pin must be set to Yes.
How to Create Tasks
Name: Title of the task Type: How the task can be completed Optional: If No, the task will be required in order to complete the checklist Ask For Notes: If Yes, the task will have a textbox to enter additional notes regarding the task
How to Create Rules
Time: The specific time the checklist will appear on the POS and Hub App Type: The frequency at which this rule will prompt the checklist to appear on the POS and Hub AppChecklist Rule Types: Daily: Prompts the checklist to appear every day at a specified time Weekly: Prompts the checklist to appear once a week on a specified day at a specified time Bi-Weekly: Prompts the checklist to appear once every other week on a specified day at a specified time Monthly: Prompts the checklist to appear once a month on a specified day at a specified time One Time: Prompts the checklist to appear once on a specified day at a specified time
View Checklist Instances