PRODUCT - CHECKLISTS - CREATING & EDITING CHECKLISTS

In this article : 
• What checklists mean for your branch
• Creating a checklist
• Adding tasks to a checklist
• Editing or archiving checklists
• Checklist best practices
• What’s next

Checklists are how work gets done and tracked at your branch. They define:
• What needs to be done
• Who is responsible for doing it
• When it should be completed
As a Branch Manager, you manage checklists only for your assigned branch. You cannot see or affect checklists at other locations.

Creating a checklist at the branch level follows the same logic as system setup, but applies only to your branch.
Checklist creation happens in two steps.
First, you define how the checklist behaves.
Then, you add the tasks that need to be completed.

When you click Create Checklist, start by defining the checklist settings. These settings control when the checklist appears and who is responsible for completing it.
You will be asked to set:
Checklist name : 
Use a clear name so staff immediately understand what the checklist is for.
Frequency : 
How often the checklist appears, such as daily, weekly, or per shift.
Duration : 
How long the checklist stays active once it appears.
Start time : 
When the checklist becomes available to staff.
Due time : 
When the checklist is expected to be completed.
Expiry time : 
When the checklist disappears if it has not been completed.
Assignment : 
Choose whether the checklist is assigned to:

• A role at your branch
• A specific user

These settings control exactly who will see the checklist and when.

Manager Approval (optional): Turn this on if you want a manager to review and approve the checklist before it counts as fully completed. Once enabled, select the role responsible for reviewing and approving this checklist.
How it works once a checklist is submitted for approval:

• If the manager approves it, the checklist is marked as complete.
• If the manager rejects it, the user who submitted it receives a notification with the manager's comments explaining the reason for rejection. The user can then make the necessary corrections and resubmit the checklist for approval.

📱 The approval review (approving or rejecting a checklist) is done through the Modeeri mobile app by the assigned manager.
Good to know: The role you assign must have permission to approve checklists — this is set up under Roles. Checklists awaiting review can be found under Checklists > Approvals.

Once the checklist details are saved, you can begin adding tasks. Tasks are the individual actions users must complete to submit the checklist.
Adding tasks to a checklist
When adding tasks, follow these best practices:

• One action per task
• Clear and specific wording
• Avoid vague instructions
• Choose the appropriate Response type

Bulk uploading tasks
Instead of adding tasks one by one, you can use Bulk Upload to add multiple tasks at once from a spreadsheet.
To bulk upload tasks:

1. Open the checklist template and go to the Bulk Upload section.
2. Download the Excel template using the "download template from here" link.
3. Fill in the template — enter each task's description, keep the rows numbered in order, and select the response type for each task.
4. Upload the completed file using Browse Files or by dragging and dropping it.

⚠️ Note: Uploading a file will delete and replace all existing tasks with the tasks from the uploaded file. Make sure your spreadsheet contains the complete, final list of tasks before uploading — including any tasks you want to keep from before.

Editing a checklist  in order to : 
• Improve task clarity
• Adjust timing or frequency
• Update responsibility

Archiving a checklist no longer needed : 
• Stops future assignments
• Preserves historical completion data

To improve execution at your branch:
• Start with fewer checklists
• Assign clear ownership through roles or users
• Review completion regularly
• Adjust tasks based on real usage
• Avoid overloading staff with too many checklists
Well designed checklists are completed consistently.