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!
  

!! IMPORTANT !! For multi-location scenarios, we recommend using Xenia's Projects feature instead of creating individual Schedules by location -- See guide here for more details! -> Multi-Location Xenia Projects

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 3a (New Method - Recommended): Trigger Automatic Tasks through 'Workflows'

• Trigger automatic tasks based on specific responses provided by employees using our multi-step "Workflows" feature.

Step 3b (Old Method): Trigger Automatic Tasks through 'Automations'

• Trigger automatic tasks based on specific responses provided by employees using our single step automation feature.