Support Request
Collect product area, severity and problem details so your team can triage support requests and follow up with the right person.
Operations · Templates
Operations checklists
Choose an operations checklist for the work your team repeats: handling requests, opening a site, receiving and dispatching stock, serving customers or handing over a shift. Start with the workflow that fits your setting, then adapt its checks, owners and records to your approved procedures.
Explore the collection 
Featured checklist
Production Shift Handover Checklist
Reconcile output, work in progress, equipment restrictions and held product with the incoming production lead.
Operations templates
44 templates
Collect requests and test customer journeys
Capture support issues, test online checkout and evaluate help-desk tools.
Issue Report
Capture the affected area, a clear issue title and steps to reproduce so your team has the details needed to investigate.
Online Checkout Test Checklist
Test an ecommerce checkout in an approved test environment, verify order and notification effects, retest failures and prepare a clean release handoff.
Help Desk Software Evaluation Checklist
Compare help desk tools against your support volume, ticket workflow, reporting, migration needs and budget.
Prepare a shift or work site
Make an opening or start decision with checks suited to the workplace.
Retail Store Opening Checklist
Get the store ready for customers with opening checks for staff, sales areas, tills, payment systems and promotions.
Gym Opening Checklist
Prepare your gym for the first members with equipment counts, facility checks, cleaning supplies and a manager's opening decision.
Restaurant Daily Opening Checklist
Prepare for restaurant service with equipment and temperature checks, staff assignments and dining-area setup.
Production Run Readiness Checklist
Verify the order, material lots, equipment release and first-piece evidence before an authorized production start.
Construction Site Pre-Start Checklist
Brief today’s work, changed conditions and prerequisites, then record authorized starts, holds and blocker owners.
Hand work over and prepare people
Pass responsibilities, restrictions and next actions to the people taking over.
Production Shift Handover Checklist
Reconcile output, work in progress, equipment restrictions and held product with the incoming production lead.
Construction Job Handover Checklist
Transfer completed scope, labeled documents, operating knowledge and open exceptions to the receiving project team.
Contractor Site Induction Checklist
Confirm a contractor’s approved role, explain site arrangements and check understanding before permitted work begins.
Employee Onboarding Checklist
Prepare equipment and paperwork, plan first-week training and introductions, and schedule check-ins through the first month.
Gym Closing Checklist
Reset equipment, check cleaning and stock, hand over unresolved faults and complete the gym's secure closing routine.
Virtual Assistant Checklist
Plan how to select, train and manage a virtual assistant for your work.
Receive, count, move and display stock
Keep the physical goods, location and handoff records aligned.
Warehouse Goods Receiving Checklist
Match deliveries to orders, check quantities and condition, separate held goods, and verify stock locations.
Food Delivery Receiving Checklist
Check a food delivery against the order and the site’s acceptance rules, record measurements and discrepancies, and verify storage of accepted items.
Stock Count and Reconciliation Checklist
A stocktake and cycle-count record for preserving physical observations, investigating differences and documenting authorized inventory adjustments.
Warehouse Stock Location Setup Checklist
Turn an approved warehouse layout into unique, readable stock locations and verify the physical labels, inventory records and receiving-to-pick route.
Pick, Pack and Dispatch Checklist
Verify an order from released pick list through packing and carrier handoff, keeping shortages, partial shipments and tracking evidence clear.
Retail Promotional Display Checklist
Change a retail promotional display and verify products, offer dates, signage and POS prices against the approved campaign before release.
Serve customers and manage suppliers
Plan customer service, evaluate vendors, prepare a survey and coordinate events or restaurant changes.
Customer Service Checklist
Elevate your customer service with this thorough checklist. Enhance communication, product knowledge & conflict resolution skills for better service.
Vendor Checklist
Streamline your vendor evaluation process with this thorough checklist. Ensure compatibility, professionalism & reliability for better partnerships.
Trade Show Checklist
Plan your trade-show exhibit, prepare the team and materials, and make the most of conversations at the show.
Restaurant Checklist
Plan a restaurant's concept, location, equipment, staffing and opening preparations.
Restaurant Menu Change Checklist
Roll out an approved menu version across kitchen, service, POS and ordering channels, then test prices, modifiers, availability and first-order execution.
Survey Checklist
Define survey objectives, write clear questions and review the draft before collecting responses.
Match the checklist to one working cycle
Use one checklist for a named shift, delivery, stock-count scope or new hire. That makes it clear which date, location and people the record covers. The retail store opening checklist brings together the previous shift's handover, staffing, sales areas, tills and payment-system checks. Gym opening adds equipment counts and a manager's opening decision. For production, the run readiness checklist checks the current order, material lots, equipment status and required start evidence.
Before a team starts using a template, replace starter examples, name the responsible roles and agree what should happen when a check fails. Equipment release, product holds and other controlled decisions still follow your site's authorized process.
Keep the record useful at the handoff
A tick records completion; an operational record also needs enough detail for the next person to act. Use the fields already built into the selected template to capture the relevant quantity, time, reference or decision.
- A delivery: compare the goods with the order, record discrepancies and keep held stock separate from stock available for use.
- A stock count: keep each item, location and unit identifiable. Preserve the physical count while investigating differences and recording any authorized adjustment.
- A dispatch: record the actual carrier handoff. A printed shipping label alone does not show that the parcel left your team.
- A shift change: carry forward work in progress, equipment restrictions and open actions. Give the incoming lead time to cross-check the record.
The production shift handover checklist provides Form for reviewing the whole status record, Play for a guided exchange and List for managing open work. Its acknowledgment records receipt of the handover; it does not release held product or authorize a machine restart.
Turn requests and checks into follow-up work
The Support Request form and Issue Report form collect the information a team needs to triage incoming work. Pro intake forms can create tasks from submissions. The online checkout test checklist uses a Table to keep each scenario, result and evidence together; use an approved test environment and retest failures.
For work that is not tied to a single shift, choose a list for the actual job: customer service, vendor evaluation, a trade show or a restaurant menu change. Add the criteria, owners and escalation route used by your organization.
Make the next run easier
Save the chosen workflow as a Checklist for the current job. Where the page offers Save as Template, tailor the standard checks for repeated use and start a separate checklist for each shift or delivery. Save options vary by page; intake forms follow their own setup journey. In a Pro workspace, assign work to team members with access and use custom fields or columns for details specific to your operation. Scheduled templates can create fresh checklists at agreed times; schedules require a paid plan.
Play guides an existing checklist step by step and is available on every plan. The views offered depend on the template: for example, Stock Count uses Table for its item-by-location records, while Goods Receiving uses Play for the receiving sequence. Keep each unresolved finding as open follow-up work with an owner and next action, even after the inspection or handover itself is recorded.
A few things to know
Which checklist should I use for daily operations?
Start with the event that begins or ends the work. Store Opening and Gym Opening suit the start of a customer-facing shift; Gym Closing prepares the premises and handover for the next day. Use a separate receiving, dispatch or stock-count checklist when those activities need their own record.
What is the difference between an operations checklist and an SOP?
An SOP defines the approved way to perform a process, including responsibilities and decision criteria. An operations checklist helps someone carry out and record the checks for a particular occasion. Tailor the selected template to the current SOP and link the controlled instructions where a task needs more detail.
How do I keep a failed check from getting lost?
Record the observed result and any restriction accurately, then create a separate follow-up task with a responsible owner and next action. Keep that task open until the required correction and verification are complete. Filling in an answer or acknowledging a handover is not the same as resolving the problem.