Recurring Checklists allow leaders and team members to automate repeated operational checklists. Once scheduled, the system will automatically generate a new checklist based on the defined frequency. 

To edit the Planner, you must have the "Manage to-Do Planner" permission. For more information on different role permissions visit Edit Role Permissions.

Schedule a Recurring Checklist

1. Navigate to the Ecolab KitchenIQ™ website
2. Click on Planner in the left side menu
3. Click on Create Recurring To-Do
4. Select Checklist as the Type
5. Search for the Checklist(s) to schedule
6. Click Save
7. Set the frequency (daily or weekly)
8. Select the days you would like the checklist scheduled
9. Select the Due Time for the Schedule
   • OR Set the Time Range for completion for the Checklist
10. Select the Area where the checklist should apply
11. Select the Position associated with the checklist tasks (optional)
    • As an alternative to Position, optionally choose the Leader responsible for the recurring checklist
12. Click Save
13. Organizations Only: For Org Admins only, choose the location(s) for the checklist schedule to apply to