Reusable Task Checklists with Rich Content Support

Problem Statement

  • Task checklists are currently tied to individual Task Rules and cannot be reused across multiple rules
  • Checklist items only support plain text β€” no clickable links or embedded images
  • Each time a similar checklist is needed, it must be recreated from scratch

Current Workaround

  • Manually recreating the same checklist content across multiple Task Rules
  • Typing out URLs as plain text instead of clickable links
  • Unable to include visual references or instructions directly in checklist items

Impact

  • Time-consuming setup when managing multiple properties or similar task types
  • Increased risk of inconsistency across checklists
  • Reduced clarity for team members who would benefit from visual instructions or quick access to linked resources
  • More difficult to maintain and update checklists when changes are needed

Proposed Solution

  • Allow users to create checklist templates independently of Task Rules
  • Enable assigning one or more reusable checklists to any Task Rule
  • Add support for clickable links and images within checklist items (for all task types, not just Marketplace Cleaning)

Unlock

  • Faster task setup with reusable checklist templates
  • Consistent instructions across properties and task types
  • Richer, clearer guidance for team members with visual aids and direct links to resources
  • Easier maintenance β€” update a template once and have it apply everywhere it's used

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Upvoters
Status

Backlog

Board

πŸ’‘ Feature requests

Tags

Operations

Date

17 days ago

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