How to navigate the Checklists Dashboard?

Simplify Your Management with Three Key Dashboard Sections

Navigating the world of property management can be a complex task, especially when it comes to juggling checklists and deadlines. In Alkimii Property, we've streamlined the process for you with the Checklist Dashboard, divided into three main areas for maximum efficiency: checklist categories, due today, and overdue checklists across your site. This article is your comprehensive guide to effortlessly navigating the Checklist Dashboard in Alkimii Property, simplifying your checklist management and helping you stay on top of your checklist tasks.

Navigate to Checklist within the mega menu

Your screen will always default to the checklist Dashboard view

Your checklist will be broken down into the categories. These categories are set up with your app settings and assigned to the checklist when created.

For help creating your categories or applying/ changing your categories, please see our help articles.

In this view, you will be able to see the frequency of the checklist, whether it is daily, weekly, monthly etc.
You will see the due date which is set based on the frequency selected.
Each checklist will also display a progression bar and the number of tasks completed so far over the total number of tasks in that checklist

If an issue has been flagged on a task within a checklist, this progress bar will appear in red.

To the right of the progress bar, you will see the NFC (Near Field Communication) tags. If no NFC tag has been assigned there will be a slash through the NFC icon.

To view a full history of a checklist, click on the "clock icon" under the actions column for a full breakdown of all occurring instances of the checklist.

For more information about the history of checklists, click here!

On the right-hand side panel, you will see DUE TODAY
- This is a list of all checklists that are due today for easy access and completion
- To complete this checklist, simply work through the list of tasks as normal
- Once completed, the "Last Completed" date will update in your checklist and it will be removed from the due today list

On the right-hand side panel, you will also see OVERDUE
- This is a list of all checklists that are overdue at this time.
- To complete any of these checklists, simply click on the checklist and work through the tasks as normal.
- Once they have all been marked completed, this will be moved from the overdue list and the "Last Completed" date will update in your history.

If an issue has been logged on your checklist, the progress bar will appear in red

If you click on this checklist, you can see the specific task that has been flagged with the issue so that you can take action.

You can leave a comment on all tasks

This will redirect you to the individual task, where you can see additional information such as the NFC tag, if assigned and any notes that may have been added.
You can also add attachments if required.

Other Related Articles

How to create a reporting group for Alkimii checklists?

How to navigate the checklists group dashboard?

How to create a checklist in Alkimii Property?

How to create a category for checklists?

How to apply a category to your new checklist?

How to change the category currently associated with your checklist?