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Recent Updates

Faster Checklist Assignment & Reminders | Online

June 2025

Creating checklist tasks with assignments and reminders is now faster and more streamlined. Instead of hovering over each item and clicking the three-dot menu, you can now quickly assign staff members and set reminders directly when adding new checklist items.

Quick Assignment Options

  • New Assignee dropdown lists all staff members
  • New Reminder dropdown includes common time options
  • Set both assignee and reminder without opening the edit window

Improved Reminder Options

The Reminder dropdown includes:

  • Navigate to Job - reminder when staff navigate to the job site
  • Check In - reminder when staff check into the job
  • Check Out - reminder when staff check out of the job
  • Today - automatically sets to 1 hour before end of business hours
  • Tomorrow - sets to 1 hour after start of business hours
  • Monday - sets to the next Monday at business hours
  • Custom - opens the full edit window for specific date and time

How to Use

  1. From the Details tab of a job card, under Checklist, click New Item
  2. Enter your checklist task in the text field
  3. Use the Assignee dropdown to select a staff member (optional)
  4. Use the Reminder dropdown to set when the reminder should appear (optional)
  5. Press Enter to save the checklist item