Assign Team Members to a Checklist

At a glance

From the Checklists screen you can drag a team member's name onto a checklist row to assign that team member to complete the checklist for the current shift.

Before you start

• A role with Manage Checklists permission (or higher).
• The checklist must be active and assigned to a Position your team is staffed for today.
• The team member must be clocked in (or at least scheduled) for the shift.

Steps

1. Open the Checklists screen for today's shift.
2. Find the checklist you want to assign in the list.
3. From the team member panel on the right, drag the team member's tile onto the checklist row.
4. Confirm the assignment in the popup. The checklist now appears in that team member's task queue.
5. To reassign, drag a different team member onto the same row. The previous assignment clears automatically.

Common gotchas

• If the team member's tile won't drag, they probably aren't on today's roster yet. Add them to the shift first, then come back to Checklists.
• Assigning a checklist to a team member doesn't change the checklist's Position attachment. Position-level assignment still drives recurrence and reporting; the team-member-level assignment only sets who completes it for today.
• A checklist can have only one team member assigned at a time. Drag a second team member to swap, not stack.
• Checklists set as "Leaders only" can only be assigned to team members who carry a Leader-tier permission.

Video

Video coming soon.

Related articles

• Assign a Checklist to a Position (How-To Guides)
• Edit a Checklist (How-To Guides)
• Restrict a Checklist to Leaders Only (How-To Guides)
• Review a Completed Checklist (How-To Guides)
• Understand Checklist Structure (Reference)

Still stuck?

Send to support: a screenshot of the Checklists screen showing the row that won't accept the assignment, the team member's name and shift status (scheduled, clocked in, on break), and the checklist title.