How to Manage Recurring Tasks with Checklists

If you’ve got a thriving team and growing collection of recurring tasks, you’re aware of the time and dedication required to keep everything humming. Managing recurring tasks is essential but can get messy as things change and your small business grows.

Expecting humans to remember every step, every time, for every recurring task is pretty risky—not to mention totally inefficient. So you do the right thing and document a step-by-step procedure (fist pump) but it gets outdated before you can say Rumpelstiltskin because no one’s actually using it to complete the task.

That’s why we’ve been working hard on rolling out a new feature to help you get recurring tasks done better, faster. Today, we’re happy to announce Checklists. Check out this 2-minute video to see how it works.

Here’s a simple 3-step guide for using steps & checklists as you build out your small business playbook.

1. Create Step-by-Step Procedure

Breaking down a process into steps makes it simple to follow. To add a step to your procedure, click the button at the bottom of the page. Use the arrows in the steps side menu to reorder as needed. Having this full-page view of your SOP (Standard Operating Procedure) makes process improvement and tweaking easier.

2. Add a Checklist

Next, click on the Add a Checklist link on the right side of the page (on Pro and Plus plans). Rename it for that run. Say, for example, you have an SOP named Monthly Report. You can add a checklist and name it November. Add a due date to each checklist to receive an email reminder (optional but recommended) and/or click your avatar to assign it to another team member.

3. Collaborate + Track Progress

From your Dashboard and Activity page, track status for all checklists in one glance. Open a checklist to work on it or just track activity. Need to update the SOP before a run is completed? No worries. Make edits anytime and all active (incomplete) checklists will automatically get updated. We get how important collaboration is so any team member on the procedure can comment to share progress or collaborate on updates and help optimize the process along the way.

Give it a try and let us know what you think! We think it’s neat and hope you do too.


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