Staynup

How do checklist templates work?

Checklist templates are how you standardize a clean. Instead of relying on memory or guesswork, every staff member works from the same defined set of tasks, so a property is cleaned the same way every time.

Templates

A checklist template defines what staff must clean. Templates are organized into sections — Kitchen, Bathroom, Bedroom — and each section contains tasks. Each task can require a photo as proof, so you can verify the important details even after the staff member has left. One template is set as the workspace default, and it's the one used when a cleaning session is created.

Creating a template

  1. 1
    Name it

    Give the template a clear name, like "Standard clean" or "Deep clean".

  2. 2
    Add sections

    Create the sections that reflect how the property is laid out.

  3. 3
    Add tasks

    Add each task with a name, whether it requires an image, and its order.

  4. 4
    Activate

    Set it as the workspace default so new cleaning sessions use it.

FieldSection name
What it doesGroups related tasks, e.g. Kitchen or Bathroom
FieldTask name
What it doesThe specific action staff must complete
FieldRequires image
What it doesForces photo proof for this task
FieldOrder
What it doesControls the sequence tasks are presented in
Tip:

Require photos for the tasks you care most about verifying — images include GPS location.