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Learn how easy is to add or edit your Checklist in Optii
Available with any of the following subscriptions:
- Service
- Housekeeping
- Projects (Preventative Maintenance)
- Above Property Management
Step 1
Go to your Checklist Tab located under Job Settings to view, add, edit your checklist
Step 2
To Add a Checklist
- Go to the 'Add Checklist' button located in the right hand side of the screen.
- Enter the name of the checklist.
- You can also add 'Description' to the checklist if needed.
4. Continue by adding the name of the task for your check list
Tip #1
Use the dropdown checklist menu to select the option that best adjust to your task
Tip #2
You can also make a Task 'Required' if needed. This will ensure that users can not complete a job until the 'Required' task has been completed
Tip #3
You can also add 'Notes', 'Files or Pictures' and 'Notifications' for certain tasks
Optional
To Edit a Checklist
- Go to the pencil icon located in the right hand side of the screen.
- Edit or update your checklist
Optional
To Duplicate a Checklist
- Go to the page icon located in the right hand side of the screen.
Optional
To Delete a Checklist
Well Done!
By following these steps, you can ensure your hotel operation checklists are accurately reflected in your Optii platform, making it easier to manage your jobs and more with Optii.
Are you a Head of a Department or Optii Champion? Click here to continue the next two videos 👇
Lessons & Resources
- Step #8: Add, Edit & Assign Departments/Roles to your Job Items
- Step #9: Add your notifications and escalations
- Step #10: Edit your Guest & Internal Response Times to your Brand Standards
Optional Lessons & Resources:
- Floor Plan — View, Add or Edit your Tags
- Floor Plan — Add, Edit your Location Types
- Floor Plan — Add or Edit your Room Types
- Floor Plan — Add your Room Types Credits, Duration & Checklist (for Housekeeping)
- Roles & Permission — Quick overview of the Product Permission
- Users Management — Add your Team Members Shift Hours, Credits and Locations (for Housekeeping)
- The Quick Access Code to create your Optii Profile
- Getting Started with Optii Service & Chat
- Getting Started with Optii Housekeeping
- Getting Started with Optii Projects
💡Tip: Feel free to share this valuable resource with your colleagues to explore Optii.