Creating a New Checklist
From the left-hand menu, click SHEETS then choose CHECKLISTS from the menu.
On the Checklists page, you'll see all your current checklists. To create a new one, click the “+” button
Using The Checklist Editor
Start by entering the sheet name, station/position, and group. (You can create new options directly from the dropdown menus.)
Optional Settings:
To show Units or Par, check the corresponding boxes.
If you're using Par, you can also enter Low and High Par levels.
To display dates on the checklist (available for daily and weekly checklists), check the Show Dates box
If needed, add any Blackout Dates (this will grey out those cells).
Select whether the checklist is Daily, Weekly, or Monthly.
- You can also choose to enable Split Cells.
Locations are sub-locations to your station and will help keep your checklists more organized. For example, you may be building a Grill Station checklist and your locations could be under counter grill fridge, grill shelf and grill work table.
You can move items around by clicking on the dots to the left of each line.
Delete lines by clicking on the trash icon.
Move line items between locations by clicking on the left/right arrows
✅ Be sure to hit save at the top of the page.
Additional Tools in the Checklist Sheet Editor
Eye icon – Preview the checklist.
Download icon – Save a PDF version to your computer.
Save – Save and stay on the page.
Save & Exit – Save and return to your list of checklists.
Options on the Checklist List Page
Under ACTIONS, you can:
Print, Preview, or Export the sheet.
Duplicate – Create a copy in the current account.
Copy – Copy it to another location (while keeping the original here).
Move – Send it to a new location (removes it from the current one).
Share – Share it with other locations. Any changes will update the sheet across all shared locations.
Search For Checklists
You can use the GROUP or STATION dropdown to easily search for checklists related to those checklists or use the search box to search for a specific checklist.
