Smarter Week

How to automate it

How to automate “work through and sign off daily task checklists”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

20 min
typically, every day
40%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Run checklists, the manager's log and head-office tasks in one app

Task apps put opening, closing and safety checklists on a phone or tablet with photo proof, keep the manager's log, and let head office send tasks without emails and calls.

Typically saves about 40% of the time2 h to set up
  1. 1Check whether your company has a task app: Crunchtime Zenput, Jolt, YOOBIC, SafetyCulture or Connecteam.
  2. 2Move your opening, closing and cleaning checklists into it.
  3. 3Use the logbook for shift handover notes.
  4. 4Ask head office to send campaigns and resets as tasks with photo proof instead of emails.

Tools: Crunchtime Zenput, Jolt, YOOBIC, SafetyCulture or Connecteam

Quick wins

Have you tried…

Are your opening, closing and safety checklists on a phone or tablet?
Task apps put checklists on a phone with photo proof. Managers and head office can see what is done without calling the store.

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Store / shift managerRetail associateDistrict / area manager

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Other common tasks for Store / shift managers