Why add extra actions?

  • Add items when you want to set your team extra tasks to complete

  • Add items when you want to leave hand over notes between shifts or make sure people remember a specific event happening at your site in the future

  • These extra items can replace post-it notes which often litter the back of house areas and can get lost

Trying to remove items from a checklist? Check out our article on flagging items as not applicable.

Step 1 - Check you're a Manager or Admin user

  • You can only add extra actions to tasks which already have a checklist

  • If you can see the "Add item" link at the end of a checklist, then you have the correct permissions to add extra actions. 

Step 2 - Add an item

  • Select the box and start typing your action (e.g "Put out A-boards")

  • Once you're happy, hit "Save" and it'll be added to the task

  • If you want the extra check to appear each time the task does, then select "Repeat every time"

Step 3 - Delete and re-add if needed

  • If you've made a mistake, you can select the "..." menu next to the action and delete it.

Step 4 - Updating the checklist in the future

  • As a Manager or Admin user you'll see which checks are repeating, so you'll know if they're one-offs or happen every time the task appears.

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