Home
Cooking prep checklist
Pull ingredients, prep, cook, plate. Friendly for anyone making a real meal.
- • Read full recipe
- • Pull every ingredient
- • Pre-measure spices and liquids
- + 5 more steps
Starter library
Templates you can run today
51 starter checklists across home, hospitality, property, lab, field service, finance, ops and more. Customize any of them in one click.
Home / Hospitality
Standard cleaning checklist
Top-to-bottom clean with proof photos for handoff.
- • Trash and recycling
- • Clear and wipe horizontal surfaces
- • Clean glass and mirrors
- + 3 more steps
Operations
Shift handoff
Status, blockers, and what to watch — in five minutes.
- • Summarize what happened this shift
- • List open issues with owners and due times
- • Call out anything sensitive or urgent
- + 2 more steps
Property management
Property move-out inspection
Room-by-room walk with photos, condition notes, and keys/utility close.
- • Confirm tenant identity and meeting time
- • Exterior: walk the perimeter
- • Entry: door, lock, frame, threshold
- + 14 more steps
Research / Lab
Lab bench startup
PPE, instrument warmup, calibration, sample log.
- • PPE on — gloves, eyewear, lab coat
- • Power on instruments and let stabilize
- • Run calibration standard
- + 3 more steps
Field service
Field service site close-out
Verify work, photograph, get sign-off, leave site clean.
- • Walk customer through what was done
- • Test the system / verify the fix
- • Photograph all work areas (before + after)
- + 4 more steps
Restaurant / Hospitality
Restaurant pre-service line check
Temps, par levels, station mise, allergen labels.
- • Walk-in and reach-in temps logged
- • Sanitizer buckets made fresh
- • Each station hits par for protein, garnish, sauces
- + 3 more steps
General
Blank checklist
Empty canvas. Just you, your steps, and a 60-second build.
- • First step
Business Ops
New Client Onboarding
A repeatable handoff from signed agreement to active account.
- • Confirm signed agreement and billing contact
- • Create onboarding workspace
- • Schedule kickoff
- + 1 more steps
Finance
Monthly Billing Close
A close protocol for invoices, exceptions, approvals, and reporting.
- • Lock invoice input window
- • Review exceptions
- • Approve invoice batch
- + 1 more steps
Restaurants
Restaurant Opening Checklist
Daily opening checks for staffing, stations, safety, and readiness.
- • Confirm staffing and station assignments
- • Inspect prep and holding areas
- • Check front-of-house readiness
- + 1 more steps
Construction
Construction Site Safety Brief
A pre-work briefing for hazards, crews, equipment, and incident readiness.
- • Identify site hazards
- • Confirm crew assignments
- • Review required protective equipment
- + 1 more steps
Healthcare Admin
Healthcare Admin Intake
Administrative intake steps for identity, consent forms, and routing.
- • Confirm identity and appointment record
- • Collect required administrative forms
- • Route exceptions
- + 1 more steps
Legal Ops
Legal Client Intake
Operational intake for conflicts, documents, and engagement readiness.
- • Collect intake details
- • Run conflict check request
- • Prepare engagement packet
- + 1 more steps
IT and Security
Quarterly IT Access Review
Recurring access review for sensitive systems and owner signoff.
- • Export active users
- • Send owner review
- • Remove unapproved access
- + 1 more steps
HR
Employee Onboarding
A structured first-week onboarding protocol for tools, documents, training, and manager check-ins.
- • Confirm employee record and start date
- • Create access request bundle
- • Send onboarding schedule
- + 2 more steps
HR
Employee Offboarding
A controlled exit protocol for access removal, asset return, handoff, and final documentation.
- • Confirm departure details
- • Schedule access removal
- • Collect assets and handoff notes
- + 1 more steps
Customer Support
Customer Complaint Resolution
A guided path for logging, classifying, escalating, resolving, and learning from customer complaints.
- • Log complaint and classify severity
- • Assign owner and response deadline
- • Investigate root cause
- + 2 more steps
Customer Support
Refund Approval
A controlled process for reviewing refund requests, policy exceptions, and finance handoff.
- • Capture refund reason and account context
- • Check policy and exception limits
- • Route approval if required
- + 1 more steps
Cleaning and Maintenance
Cleaning Turnover Inspection
A photo-backed turnover protocol for rooms, supplies, damages, and final signoff.
- • Confirm job scope and access
- • Capture before photos
- • Complete room-by-room checklist
- + 2 more steps
Manufacturing
Manufacturing Quality Hold
A containment protocol for quality issues, affected inventory, root cause, and release decision.
- • Open quality hold record
- • Contain affected inventory
- • Run root cause review
- + 2 more steps
Real Estate
Real Estate Listing Launch
A launch checklist for listing details, media, disclosures, marketing, and showing readiness.
- • Confirm listing details
- • Collect required seller materials
- • Schedule media and staging tasks
- + 2 more steps
Field Services
Field Service Job Closeout
A mobile-friendly closeout protocol for work performed, proof photos, customer signoff, and billing handoff.
- • Record work performed
- • Attach completion photos
- • Collect customer acknowledgement
- + 1 more steps
Retail
Retail Store Closing
A store closing protocol for cash, security, recovery, equipment, and manager signoff.
- • Complete register close
- • Recover sales floor
- • Secure back office and stockroom
- + 1 more steps
Finance
Payroll Preflight Review
A payroll readiness protocol for time entries, exceptions, approvals, and final submit proof.
- • Import time and attendance data
- • Review exceptions
- • Collect manager approvals
- + 1 more steps
IT and Security
Security Incident Triage
A first-response protocol for classifying alerts, preserving evidence, assigning owners, and deciding escalation.
- • Open incident record
- • Preserve initial evidence
- • Classify severity and scope
- + 2 more steps
Education
School Field Trip Approval
An administrative protocol for trip request, permissions, transportation, staffing, and final readiness.
- • Submit trip request
- • Collect permissions and emergency contacts
- • Confirm transportation and staffing
- + 1 more steps
Marketing
Content Publish QA
A pre-publish protocol for copy, links, approvals, accessibility, tracking, and launch confirmation.
- • Review copy and claims
- • Check links, forms, and tracking
- • Confirm brand and accessibility basics
- + 1 more steps
Warehouse
Warehouse Cycle Count
A recurring inventory count protocol for locations, variance review, recounts, and adjustment approval.
- • Select count locations
- • Complete first count
- • Review variances and recount
- + 1 more steps
Property Management
Emergency Maintenance Response
A documented response protocol for urgent tenant issues, vendor dispatch, photos, approvals, and resident updates.
- • Classify urgency and safety impact
- • Dispatch vendor or technician
- • Update resident and management
- + 2 more steps
Facilities
Preventive Maintenance Round
A recurring inspection protocol for equipment, safety checks, supplies, issues, and corrective work orders.
- • Confirm inspection route
- • Check critical equipment
- • Capture safety and housekeeping issues
- + 1 more steps
Dental Admin
Dental Sterilization Room Turnover
An administrative turnover protocol for instrument flow, logs, room readiness, and supervisor signoff.
- • Review required office logs
- • Confirm instrument flow status
- • Document exceptions
- + 1 more steps
Home Care Admin
Home Care Visit Closeout
A non-clinical visit closeout protocol for attendance, service notes, exceptions, and office follow-up.
- • Confirm visit attendance
- • Capture service note
- • Route exceptions
- + 1 more steps
Food Service
Food Temperature Log Review
A recurring protocol for reviewing temperature logs, missed checks, corrective actions, and manager signoff.
- • Collect temperature logs
- • Identify missing or out-of-range entries
- • Document corrective action
- + 1 more steps
Fleet and Transportation
Fleet Pre-Trip Inspection
A driver-friendly inspection protocol for vehicle condition, defects, photos, and dispatch approval.
- • Confirm vehicle and route
- • Complete exterior and safety check
- • Attach defect photos
- + 1 more steps
Fleet and Transportation
Delivery Exception Closeout
A proof-of-delivery exception protocol for missing signatures, damaged goods, failed access, and billing notes.
- • Classify exception
- • Attach driver proof
- • Send customer or internal update
- + 1 more steps
Insurance
Insurance Claim Intake
An intake protocol for claim details, documents, coverage routing, photos, and next-owner assignment.
- • Record claim basics
- • Collect initial documents and photos
- • Identify missing intake items
- + 1 more steps
Financial Services
Loan File Pre-Close Review
A pre-close protocol for document completeness, exception review, approval routing, and closing readiness.
- • Verify required document checklist
- • Review exceptions and conditions
- • Route approvals
- + 1 more steps
Construction
Construction Inspection Readiness
A readiness protocol for upcoming inspections, required photos, open punch items, documents, and site owner signoff.
- • Confirm inspection scope and date
- • Walk inspection areas
- • Close or assign punch items
- + 2 more steps
Hospitality
Hotel Room Inspection
A housekeeping inspection protocol for guest-ready rooms, maintenance issues, photos, and supervisor approval.
- • Confirm room and status
- • Inspect guest-facing areas
- • Attach issue photos
- + 1 more steps
Childcare
Childcare Incident Report
An administrative incident protocol for recording details, notifying guardians, owner review, and follow-up actions.
- • Record incident details
- • Notify guardian or owner
- • Attach supporting notes
- + 1 more steps
Lab Operations
Lab Sample Chain of Custody
A controlled administrative protocol for sample receipt, transfer, condition, exceptions, and custody signoff.
- • Record sample receipt
- • Verify identifiers and condition
- • Log transfer of custody
- + 1 more steps
Research
Research Study Kickoff
A study startup protocol for scope, approvals, materials, owners, data handling, and launch readiness.
- • Confirm study scope and owner
- • Review approval requirements
- • Prepare materials and protocol packet
- + 2 more steps
Research
Research Fieldwork Day
A fieldwork readiness and closeout protocol for equipment, consent materials, safety notes, observations, and data upload.
- • Confirm field plan
- • Check equipment and materials
- • Capture field exceptions
- + 2 more steps
Automotive Repair
Vehicle Diagnostic Intake
A repair shop intake protocol for customer concern, photos, scan record, diagnostic authorization, and estimate handoff.
- • Record customer concern
- • Document vehicle condition
- • Attach initial scan or inspection note
- + 2 more steps
Automotive Repair
Repair Quality Control
A pre-delivery protocol for confirming completed work, parts, photos, test notes, and customer-ready status.
- • Confirm repair scope completed
- • Attach repair proof
- • Complete quality check
- + 1 more steps
Aviation Admin
Aviation Dispatch Readiness
An administrative dispatch readiness protocol for documents, crew acknowledgement, maintenance status, and approved checklist references.
- • Confirm flight record and crew acknowledgement
- • Review approved procedure references
- • Check maintenance status handoff
- + 1 more steps
Culinary
Service Mise en Place
A pre-service kitchen protocol for station readiness, prep counts, allergens, equipment, and chef signoff.
- • Confirm station prep counts
- • Review allergen and menu notes
- • Check equipment and station readiness
- + 2 more steps
Culinary
Allergen Order Handoff
A controlled service protocol for receiving, confirming, preparing, and handing off allergen-sensitive orders.
- • Confirm order restriction
- • Chef review and preparation plan
- • Mark controlled preparation
- + 1 more steps
Events
Event Day Run of Show
A live-event protocol for venue readiness, vendors, staffing, cues, issue logging, and closeout notes.
- • Confirm venue and vendor readiness
- • Review run of show
- • Assign issue command owner
- + 2 more steps
Creative Production
Production Shoot Day
A shoot-day readiness and wrap protocol for locations, releases, gear, shot list, media backup, and client handoff.
- • Confirm call sheet and location access
- • Check gear and shot list
- • Collect releases and approvals
- + 2 more steps
Templates are starter content, not professional advice. Regulated workflows should be reviewed by a qualified expert.