How do I create a checklist in Easyteam?
→ Navigate to the Checklists page in your Easyteam dashboard, click on 'Manage Checklists,' and then '+' to create a new checklist. Customize the title, tasks, frequency, permissions, and assigned locations.
How can I assign specific tasks to different locations?
When creating a checklist, select the locations where it applies, ensuring tasks are assigned appropriately to each store.
Are there predefined checklist templates available?
Yes, Easyteam offers ready-made templates for tasks like store opening, inventory checks, and closing procedures, which you can customize as needed.
How can Easyteam checklists help my store run more efficiently?
Easyteam checklists eliminate guesswork and ensure every store task is completed on time - from opening procedures to inventory management. Managers get full visibility into task completion, reducing errors and improving operational efficiency.
Can my staff complete checklists directly from Shopify POS?
Yes! Unlike other task management tools, Easyteam is fully integrated with Shopify POS, allowing employees to check off tasks in real-time without switching systems.
How do Easyteam checklists help improve accountability?
Managers can track who completed each task, when it was done, and what’s still pending - ensuring staff stay accountable and nothing falls through the cracks.
How do checklists help multi-location retailers maintain consistency?
With location-based checklists, corporate teams can set standardized processes while giving store managers flexibility to tailor tasks to their specific needs.