Checklists - Video | Check Cherry

Checklists

Checklists allow you can create todo, task and equipment list.

0:02 – Introduction to Checklists

0:12 – Overview of Checklist Types and Automation

0:30 – Viewing Checklists Within a Booking

0:39 – Pre-Event, Post-Event, and Equipment Checklists

0:58 – Managing Equipment Lists and Sorting Tasks

1:20 – Tracking Due Dates and Task Status

1:53 – Adding Descriptions and Notes to Tasks

2:08 – Editing Checklist Settings and Permissions

2:54 – Giving Staff Control or Restricting Access

3:15 – Automating Checklists with Templates

3:47 – Building and Editing Template Items

4:05 – Setting Due Dates and Event-Based Timing

4:18 – Creating Package or Add-On Specific Tasks

5:12 – Fine-Tuning Checklist Visibility by Item

5:30 – Customizing Checklists per Service or Business Type

5:58 – Using the Consolidated To-Do List

6:11 – Tracking Tasks Across Bookings

6:32 – Filtering and Searching Tasks

6:34 – Wrap-Up: Staying Organized with Checklists

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