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Daily Tasks

Recurring operational checklists that reset every 24 hours.

What It Is

Recurring operational checklists that reset every 24 hours.

Why It Matters

  • Ensures daily routines are not missed

  • Provides consistency across shifts

  • Creates accountability with timestamped completion

Creating a Task

  1. Go to Facilities > Daily Tasks > Manage.
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2. Click Create Daily Task.

Fill out details:

  • Task Name

  • Time (optional)

  • Assigned Role (not an individual user)

  • Location

  • Description

  • File or photo attachments

3. Save

Completing a Task

Go to Facilities > Daily Tasks > Active to view the tasks scheduled for today, and complete them.

Click on a task to enter notes, tag teammates, or mark as complete.

Example Daily Tasks

  • “Check pool chemical levels – 8am”

  • “Sweep lobby – 2pm”

  • “Empty outdoor trash – 6pm”

Best Practices

  • Assign to roles so coverage is ensured across shifts.

  • Start with 3–5 critical tasks; expand later.

  • Completed tasks disappear from lists for all with that role.

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