Creating To-Do Lists
We recommend asking our team for help setting up to-do lists. Everyone wants different things, and it is typically easiest to ask us to do it for you.
Each to-do lives as a set of "to-dos" on 1 or more "cards". These cards can be associated with a room, or not.
What happens when you associate a card to a room?
- You can see a history of all tasks completed by room.
- Because this is tied to a specific room, you can't copy rooms to other properties.
When should you associate with rooms?
Associate With Rooms | Don't Associate With Rooms |
|---|---|
You want detailed reporting per property/room | Tracking tasks done by specific room is not important. |
You are ok with more time and setup | If you use the same "template" across jobs |
To create a new fully customizable list using cards:
- Log into your TIDY account and navigate to the "To-Dos" page.
- Click on the dropdown menu and select the "+ Add List" option.
- Select the address to add your to-do list
- You can copy from another address if you'd like
- Add a name to the list
- Click on the "Add To-Dos List" button
Once the list is created, you can start adding cards and tasks to it.
- Click on the "+Add" button to create a new card.
If you want to associate the new card with any existing room in your home, enter the room details and click on "Add card". Select "No" and enter a card name for better customizable needs.
You can add multiple cards, associated with existing rooms or not, to your new to-do list.
To add tasks to your cards, click on the "+ Add" button in your list or directly on the desired room/card page.
In the room settings, you can also indicate that you "Do Not" want someone to clean or do anything in a room. For example, if you have an office that you never want someone to go into, it's best to add the room but label it as "Do Not" and add a photo of the door so they know what to avoid.
This only works with Rooms. You're not able to add a Do Not on Cards.
You can now automatically assign default to-do lists based on different levels within your account. This feature helps you streamline your workflow and ensures that the right tasks are assigned every time.
With this feature, you can automatically apply to-do lists in the following ways:
- Property + Job Type
- Automatically assign specific to-dos based on both the property and the type of job. For example, you can set different cleaning tasks for a deep clean versus a standard clean at a specific property.
- Account + Job Type
- Apply to-do lists across your entire account based on the job type. This is perfect if you want consistent tasks for similar job types, no matter which property they’re for.
- Property
- Assign a to-do list to a specific property, regardless of the job type. This is useful if certain properties always require the same tasks, like routine maintenance checks.
- Account
- Set a to-do list that applies to all jobs under your account. This option is great for general tasks that need to be done across the board, no matter the property or job type.
Please note that only To-Do lists with no rooms specific to a property can be made an account service default.
- To set your default lists, go to the To-Dos section and hit "Defaults"
- Select the property/service type you'd like to set rules to and make any necessary adjustments
