---
title: "Building Checklists"
slug: "building-checklists"
description: "Build Daily Ops, Periodic, or Audit checklists: set title, due time, items, and audience."
tags: ["R365Training"]
updated: 2025-08-21T21:28:00Z
published: 2025-08-21T21:28:00Z
canonical: "docs.restaurant365.com/building-checklists"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Building Checklists

Checklists can be used for daily tasks that need to be completed.

To build a checklist start by going to the Admin tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-okoz4bbr.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

Next, at the bottom of the screen, you can select either Daily Ops, Periodic, or Audit Checklists.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-iku47pw3.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

You'll need to give it a title and a time due each day. For Daily Ops Checklists specifically, you can select which days of the week the checklist is assigned to its locations. By default, this is set to all days of the week.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-oz0rive0.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

You can also dictate which **Locations** and **Roles** this checklist will be visible to by clicking on **Audience**. You will first select which locations it is visible to, then you will be asked which roles can complete the checklist.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-ou42b7cj.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

*This example shows only a single location will be assigned the checklist.*

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-5qefxmfv.jpg?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

*This example shows that* ***Send to all roles*** *is selected*

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-4n49ci0n.jpg?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

Now you're adding items to the checklist. Each one will have a Step Title, and a field type(**Yes/No, Checkbox, Short Text, Long Text, Temperature**).

There is also an optional description for each step.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-8zt00bkq.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

You can also select if a step is required, allows photos and notes, or show n/a if it's possible a step may be not applicable for some uses of the checklist item. (N/A eligible items, marked as N/A when completing the checklist, will not mark against a checklist's completion report. They will show as N/A in the report)

If you like, you can click **Add Section** at the bottom to divide the tasks into sections.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-24h5g9ui.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

If you click the 6 dots to the left of any item or section, it can be dragged around to change the order.

![A screenshot of a phone Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-8wfifeja.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)

Be sure to hit either **Save and Exit** or **Save and Publish** at the top right.

Checklists can exist in either a **Published** or **Draft** state. A checklist must be published to be assigned to their locations and roles. If you edit a published checklist, you can either S**ave and Exit** (leaving it in a draft state, with the previously published state still actively assigned), or S**ave and Publish** (making the previous checklist an updated version replacing the old version). Published Checklists do not have a published tag next to them, but draft state checklists do.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/building-checklists-image-tjpz2nnh.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A05%3A06Z&se=2026-11-12T11%3A05%3A06Z&sr=c&sp=r&sig=ugIVOdndO8G5ZUrCzOKwmxyr4dPS48Km5KWU2QpCyzQ%3D)