Creating & Assigning Cleaning Checklists
Show how to build a customized checklist for cleaners and assign it to properties.
1. Open the Checklists section
Click Checklists in the left menu. Select Create Checklist.
2. Enter name and description
Give the checklist a meaningful name, such as Standard Turnover Cleaning, and a short description outlining its purpose. This helps differentiate multiple templates.
3. Add Sections and Tasks
Click Add Section to create logical groups, such as Kitchen, Bedrooms or Outdoor Areas. For each section:
- Type the section name.
- Click Add Task and enter individual tasks, for example, "Wipe down countertops" or "Change bedding."
- Select a priority (Low, Medium, High) if available.
- Repeat until all tasks are listed. You can reorder tasks by dragging the handle to the left of each entry.
4. Upload via CSV (optional)
If you already have checklist tasks in a spreadsheet, choose Upload CSV at the top of the checklist editor. Follow the mapping instructions so that each column corresponds to a section and task description.
5. Save the checklist
When you're finished, click Create Checklist to save. The new checklist appears in the checklist table.
6. Assign the checklist to a property
Navigate back to Properties. Click a property row, then open the Checklist tab in the side panel. Choose Assign Checklist and select your new template. Click Save. This template will now be sent to cleaners for that property.