How to Create Daily Operations Checklists in Xenia

Step 1: Create a Checklist with Xenia's Template Builder

• Watch this video guide to create your first daily operations checklist from scratch using our Template Builder!

Step 2: Configure Checklist Automations

• Once you've created your first checklist, add automations to capture more valuable data points from your locations / on-site (such as photos & follow-up question notes) and prevent 'pencil whipped' checklist submissions.

Step 3: Trigger Automatic Tasks

• Trigger automatic tasks based on specific responses provided by employees submitting your daily checklists.