Daily Checklist

Manage and track daily tasks for your store

Local Time:

HQ Time:

Store

Date

Important To Do

High priority tasks assigned by management

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Reminders / Notes

Important reminders and notes from your team

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Daily Tasks

Recurring tasks that need to be completed daily

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Missed Calls

Track missed calls for today

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Add New Task

Task Type

Daily tasks will appear in the daily tasks list. Reminders/notes are for important information and one-time tasks.

Created By*

Your name will be recorded as the creator of this task.

Task Name*

Description*

Use the formatting tools to add bold, italic, lists, and proper spacing to your description.

Subtasks

Add specific steps that must be completed before this task can be marked as done. All subtasks must be checked off before the main task can be completed.

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Assignee

Due Date

Tomorrow
In 2 days
In 3 days
In a week
Today

Repeat

Complete By

Additional Links

File Attachments

Upload files to attach to this reminder/note. Supported formats: PDF, DOC, DOCX, XLS, XLSX, JPG, PNG, TXT (max 10MB each).

Drop files here or click to browse

Maximum file size: 10MB

Attached Files:

Linked SOPs

Link relevant Standard Operating Procedures to this task for reference.

Select Stores

Select the stores where this daily task should be added.

Checklist Settings

Default Store

This store will be selected by default when you open the checklist.

Display Options

Hide completed tasks

Completed tasks will be hidden from the task lists

Confirm Action

Are you sure you want to proceed?

Standard Operating Procedure

Task Comments

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Comment

Your Name

Return Call

Call History

Who returned this call?*

Type at least 2 characters to search

Enquiry Type*

Quote Number

Lead Sent?

Yes

Submit Lead

Notes (Optional)

Send SMS to Customer

Are you sure you want to send an SMS letting the customer know we're currently busy in store and will call them back shortly?