How To: Set Up Housekeeping

Summary:

This article serves as your comprehensive checklist for setting up the Housekeeping feature in your Admin Site. Each step is accompanied by a brief description and links to additional resources for in-depth understanding and guidance.

Step-by-Step Checklist:

Step 1: Complete Task List Setup

Customize task lists to align with your preferences. Learn more with these resources:

• Housekeeping Task List Setup: What's on the page?
• How To: Create a new Housekeeping Task List

Step 2: Complete Site Setup

Assign housekeeping task lists to each site. Explore more with:

• Housekeeping Sites Setup: What's on the page?
• How To: Assign Housekeeping Task Lists to Sites

Step 3: Complete Housekeepers Setup

Define your housekeeping team's responsibilities. Dive deeper with:

• Housekeeping Housekeepers Setup: What's on the page?
• How To: Delegate Staff Responsibilities in the Housekeeping feature