Adjust a checklist template

Platform: ResiOnboarding · For: Executive Director, Regional Directors, Owners

Each community can have its own checklist. New residents receive these tasks automatically.

1. Choose Checklist Templates in the menu.
2. If you have more than one community, choose one.
3. If you see Using Global Default Template, select Customize Template.
4. Make your changes:
   • Add: select Add Task. Enter a Title, Phase and Department, then select Add Task.
   • Edit: select the pencil on a task, change it, and select Save Changes.
   • Remove: select the trash icon and confirm.
   • Reorder: drag a task within its phase.

Your community now shows Custom Template, with a task count.

Go back to the defaults

Select Reset to Defaults.

Good to know

• Template changes affect new residents only. Removing a template task does not change existing residents' tasks.
• To change one resident's tasks, edit their own checklist. See "Work the checklist".
• Review the default task names. Some may not match how your community works.

If something goes wrong

If your change does not appear on a resident, check when they were added. Residents added before the change keep their earlier tasks.