Description:
Coast has created a large list of checklists for business owners to utilize within Coast! On Coast Templates certified checklist from restaurant sanitation checklists to facilities, preventative maintenance checklists can all easily be imported into YOUR business on Coast in a few simple steps!
See visual walkthrough - scroll down the article to the GIF
Steps (desktop):
- Open the link to "Coast Templates" (click link here!)
- Open your Coast account on another tab on your desktop
- Find the checklist on "Coast Templates" you would like to use for your business
- Open the chat group on Coast that the checklist best fits
- Make a new task on the chat group you want the checklist to live
- Go to the checklist on "Coast Template" and copy and paste it into the new task on Coast
- Proceed to copy and paste into "subtasks" for things that go under each task on the list
- If you want this checklist to be recurring, tap "repeat" and select either "daily" or "weekly" depending on how frequent you want the checklist to regenerate
- Congratulations, you have successfully imported a checklist into your Coast business!
