Task checklist

Create reusable task trees and assign them to your services.

Choose a main service, then organise small tasks under optional headings.

12 checklists

Main service *

Checklist name

Heading (optional)

Checklist items

Use headings to create a clear 2–3 level task tree.

Before service

Confirm client attendanceTask Review access instructionsTask

During service

Prepare room and equipmentTask Complete service quality checkTask

Deep Carpet Cleaning

2 headings · 4 tasks

Active

Office Cleaning

3 headings · 9 tasks

Active

End of Tenancy Cleaning

4 headings · 16 tasks

Draft

1. Select a main service.

2. Add optional headings for groups.

3. Add the small tasks staff must complete.

4. Assign the saved tree from the service editor.