Managing your Checklists in Alkimii

Effortless Task Management and Customization at Your Fingertips

Efficient task management is the foundation of success in property management. In Alkimii Property, you have a powerful suite of tools at your disposal, allowing you to master your checklists with ease. Whether you need to edit, delete, create new checklists from scratch, or utilize our time-saving checklist templates, we've got you covered. This article is your comprehensive guide to managing your checklists in Alkimii Property, enabling you to streamline your task management and customize it to meet your unique needs. 

• Using the mega menu, navigate to checklists

• Within the checklist view, select "Manage Checklists" along the top 
• You will see the list of all pre-existing checklists for your site

Creating a Checklist Using Templates 

If you wish to create a new checklist, we offer a range of fully editable templates which can be customised to meet your site's needs. 

• To see the full range of templates, click "More Templates"

• Select the most suitable template from the list 

• You will be redirected to the checklist-building page, where you can add, edit or delete any tasks or subtasks as you see fit. 
• To add a new parent task, scroll to the bottom of the checklist and select "Add Task" 

• To add a new subtask, click the "Add subtask" at the bottom corner of the parent task 

• To amend the task or subtask titles, simply click on the text and edit it
• To assign role-level access to your checklist, you can select the Group from the dropdown menu. This now means that you can have multiple roles view the checklist while restricting it from other roles. 

• To assign a reporting group to the checklist, you can choose one from the dropdown menu on the right of your screen 
• To change the category, simply click on the category and select from the dropdown menu on the right of your screen 

• Depending on the template selected, the frequency will be autopopulated. If you need to amend this select the most suitable option from the "Frequency" dropdown.

• If your organisation has multiple sites (hotels), you can choose which sites you would like this checklist to be available in

• To save any changes to this checklist, ensure that you click the "Save" button in the top right. 

• There is an option to lock the checklists, meaning no one else can amend this checklist. We would not recommend locking a checklist unless completely necessary as you will be the only individual with editing rights. To lock a checklist, enable the "Locked" toggle. 

Creating a Checklist from Scratch  

• To create a checklist from scratch, click "Add Checklist" in the top corner 

• A pop-up will prompt you to give your checklist a title 
• If this should be available to the multiple sites in your organisation, you can select these from the dropdown menu. Otherwise, it will default to the site you are in. 
• To assign role-level access to your checklist, you can select the Group from the dropdown menu. This now means that you can have multiple roles view the checklist while restricting it from other roles. 

• Select a Reporting Group, if needed. If chosen, the category and frequency will auto-populate and will no longer be editable. 
• If no reporting group has been selected, choose a checklist category
• Set the frequency of the checklist using the dropdown menu 
• There is an option to lock the checklists, meaning no one else can amend this checklist. We would not recommend locking a checklist unless completely necessary as you will be the only individual with editing rights. To lock a checklist, tick the checkbox

• Click the "Save" button once you are satisfied with the entry 
• Now you can start building out your checklist tasks and subtasks, as you wish 

• To add a task, click the "Add" button in the middle of the box 
• Enter your entry into the free text field 
• You can add subtasks or delete the task using the actions to the right of the text

• There is no limit to the number of subtasks you can add to your parent task 

• To save any changes to the checklist, ensure that you click the "Save" button in the top right

• Again your checklists will remain as drafts until you enable the "Published" toggle on the right of your screen.