Work the checklist

Platform: ResiOnboarding · For: Department leads, Sales, Executive Director

The checklist splits a resident's move-in into three phases: Pre-Move, Move-In Day and Post Move-In.

Complete a task

1. Open the resident and select the Checklist tab.
2. Tick the box beside the task.

Untick it if you made a mistake.

Focus on your work

Use Show: to filter by All, Assigned to me, Unassigned, Needs an update or Overdue.

Add a task

1. On a phase, select Add Task.
2. Enter a Task Title and choose a Department.
3. Add a Due Date and Assigned To if you can.
4. Select Add Task.

Assign or edit a task

1. Select Unassigned on the task, or open the More actions menu and choose Edit.
2. Choose a person in Assigned To.
3. Select Save Changes.

Skip a task

Open More actions and choose Mark "Not needed". The task stops counting toward totals. Select Undo to bring it back.

Good to know

• On a computer, drag the handle beside a task to reorder it within its phase.
• A phase's count shows finished tasks out of those that count.
• If only you appear in Assigned To, invite colleagues from the Team page.
• Deleting a task cannot be undone. Mark "Not needed" is the safer choice.

If something goes wrong

If you see Generate Default Checklist, this resident has no tasks yet. Select it to add a starter checklist.