How to create a checklist on the Back Office Dashboard?

The Checklist feature in GuardsPro allows admins to create structured task lists for post sites that can be assigned to multiple guards. This ensures guards follow clear instructions, complete site‑specific duties, and maintain accountability.

Since checklists are post‑site specific, each one must be created separately for every post site. This helps streamline operations, improve compliance, and enhance transparency across different client locations.

✅ This guide will walk you through the steps to create a checklist on the Back Office Dashboard:

🧭 Step 1: Navigate to Post Sites

• Click on the Clients tab in the main menu.

• Select Post Sites from the dropdown.

• From the list of post sites, click on the one where you wish to create a checklist.

📂 Step 2: Open the Checklist Tab

• Under the selected post site, go to the Checklist tab.

• Click on New Checklist to create a new one.

• On this page, the checklist you create will be visible for easy access and management 

✏️ Step 3: Create the Checklist

• Assign a name and description to the checklist — these are required fields.

• Select the guards who will be assigned to it.

• Add items to the checklist one by one and press Enter after each item.

• You can add multiple items to the list as needed. 

⚠️ Note: Each time a guard ticks off an item in the checklist, they can also add a note and attach multimedia files (such as image, video, or audio file) for better context. Once all items in the checklist are completed, a Checklist Report is automatically generated and made available under the Reports section, ensuring admins and clients can track task completion and guard accountability. 

👁️ Step 4: View Checklist Details

• Once the checklist is created, click on it to open.

• Here, you can view the description of the checklist along with the items added.

🛠 Step 5: Manage Checklists

• From the checklist view, you can:

  • Edit – Update or modify the checklist details.

  • Delete – Remove the checklist permanently.

  • Duplicate – Create a copy of the checklist for reuse.

🎯 That’s it! Creating and managing checklists in GuardsPro is simple and ensures guards have clear, structured tasks to follow at each post site. With the ability to view details, edit, duplicate, and track completion reports, admins can maintain efficiency, compliance, and transparency across all operations.

For any further questions, please feel free to contact our support team anytime.