Review a Completed Checklist

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At a glance

After your team completes a checklist, you can review it as a leader. Reviewing lets you rate manager satisfaction on a one-to-five star scale, see the evidence your team submitted (photos, signatures, completed tasks), and create a record you can refer back to later. Use reviews to track quality over time, identify training opportunities, and recognize strong performance.

Before you start

1. You need a role with permission to review checklists. [VERIFY: exact permission name for review access. The existing KB refers to "Leaders" who can review, but the specific permission row name is not confirmed.]
2. The checklist you want to review must be completed, the Review button only appears once the checklist is fully done (shown by a green progress bar).
3. Have any notes or comments ready if you want to include them in the review.
4. Estimated time: two to five minutes per review, depending on how many sections the checklist has.

Steps

1. Select Checklists from the left navigation menu.
2. Find a completed checklist in the Current Daily Checklists or Weekly/Monthly Checklists list. Completed checklists show a green progress bar and a Review button on the right.
3. Click Review to open the review panel. The panel shows each completed task, who completed it, when it was completed, and any photos or signatures that were attached during completion.
4. Scroll to the Checklist Review section below the completed tasks. Confirm the header reads Reviewing as: You (or the reviewer's name).
5. Enter an Overall manager satisfaction rating using the one-to-five star scale. Then set a rating for each section (for example, General) of the checklist.
6. [VERIFY: confirm the exact save mechanism for a review. The screenshot captures a review in progress but does not show a clear Submit or Save button. Likely candidates: auto-save on rating selection, a Save button at the top or bottom of the review panel, or a Submit button that appears after all required ratings are entered.]
7. You should now see the review saved against the checklist's history. The stars you selected persist on the review panel, and the checklist remains viewable in the completed list with the review attached.

Video

Video coming soon.

Common gotchas

I cannot find the Review button.

Review is only available on completed checklists. If the checklist still has unfinished tasks, the Review button will not appear. The checklist's progress bar needs to be fully green (all sections complete) before Review is offered. If a section is still in progress, the team member assigned to it still needs to finish.

I reviewed the wrong checklist or gave the wrong score.

[VERIFY: whether reviews can be edited after submission. If yes, the fix is to reopen the checklist and adjust the rating. If no, the review is final and the gotcha should say so.]

My team member says they did not see my comments.

[VERIFY: whether reviews and their comments are visible to the team member who completed the checklist, or only to leaders. The current screenshot does not show a comments field at all, so comments may not exist as a feature in the current product. Dan or Kevin to confirm the actual review capabilities.]

The photo evidence is missing.

If a task was completed as a Photo task type but no photo appears in the review, the team member may have completed the task using a Service Account or the photo upload may have failed. See Create a Checklist for how task types are configured. If photo evidence is critical for your reviews, confirm the task type is set to Photo rather than Checkmark.

The checklist was completed by Anonymous.

If your store uses a Service Account (a shared login on a store iPad) and your PIN feature is not enabled, completions appear as Anonymous. The review will still work, but you will not be able to tell who on the team actually completed each task. To attribute completions to specific team members, enable PIN entry on completions, which is a separate configuration.

Related articles

1. Edit a Checklist (How-To Guides)
2. Create a Checklist (How-To Guides)
3. Assign Team Members to a Checklist (How-To Guides)

Still stuck

If reviews are not saving, ratings are disappearing, or you cannot find a checklist you expect to review, submit a support ticket and include:

1. Your store number.
2. The name of the checklist.
3. The date the checklist was completed.
4. A screenshot of the Checklists page or the review panel showing what you see.
5. What you expected to happen versus what happened.

Support typically responds within one business day.

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Pre-publish checklist status

51 f86f5f76-37f5-47f1-81cf-401e455078b7 complete All seven sections filled.

52 56dfdc0f-7864-4e2e-bf08-f56fdeaefcf8 complete Final step is a confirmation step.

53 fccf31e7-31dc-4c12-8723-4200456a25f2 complete No em dashes.

54 8f72f8c7-d84e-4186-b1b7-fe89d41691a9 complete No hedge words.

55 70aa15d8-9dbc-4895-b920-2c74afea4a76 complete Role references are permission-based, not role-name-based.

56 32b471c7-b98b-4e2d-b0fe-1b186acd5e7d complete Step count within the seven-step guidance.

57 f831144c-335a-4d0f-9c5b-0b041b198ee4 complete Navigation path verified against a real store on Alpha.

58 cdbdd97d-080f-4895-85d1-093d50828153 complete No real store numbers or names in body or metadata (April 24 privacy pass).

59 8377e09b-de62-4d9f-8db4-ee4648158aa1 complete View Checklist Reports broken Related ref dropped (Turn 60, Reports module deferred per Phase 2 Q2).

60 44733d1a-8914-4206-8315-c08566f7458e incomplete UI verified against Production before publishing.

61 3c451e44-fd57-4ff4-b1a2-450d4418f59f incomplete Screenshots to be inserted at decision points (Step 2: completed checklist with Review button, Step 3: review panel showing completed tasks, Step 5: star rating controls).

62 ddf62127-c866-4ab5-ba10-e83bd6f12ae0 incomplete Assign Team Members to a Checklist Related ref pending Dan decision (dashboard #2).

63 865d89a7-b8f3-475d-916c-0e5789c88507 incomplete VERIFY block on reviewer permission name resolved.

64 169baa0e-35e5-410f-8ce7-17556f6076b0 incomplete VERIFY block on save mechanism in Step 6 resolved.

65 f25b877e-88ba-4fea-b571-90ca4ef02dea incomplete VERIFY blocks in two gotchas resolved (review editability and comments visibility to team members).

66 2dd2e9e9-8024-4e39-a5f4-4964952a7f1d incomplete Primary search term tested in HubSpot KB search (likely "review checklist," "rate checklist," or "checklist score").

67 7c1c7ed5-fa5f-4f33-9f23-0ea49b102bb0 incomplete Reviewed by Jared.

68 266e3fee-0433-4e60-bc2b-9a67ef095da9 incomplete Reviewed by Kevin.

Why this article is important to the module

The review workflow is the feedback loop between work being done and work being graded. Without a review article, leaders either skip reviewing entirely (missing a coaching and recognition opportunity) or figure it out on their own (with inconsistent results). The article also sets up future content: a Reports-category article can later cover how to look at review trends across weeks and months to spot patterns.