Getting Started with Opsle
Welcome to Opsle! This guide will help you set up your account and create your first checklist in just a few minutes.
đ Quick Start Guide
Step 1: Create Your First Template (2 minutes)
Templates are reusable checklists that you can assign to any location. Think of them as your âmaster copies.â
How to create a template:
- Click âTemplatesâ in the left sidebar
- Click â+ New Templateâ button
- Enter a name (e.g., âOpening Checklistâ, âClosing Proceduresâ, âFood Safety Checkâ)
- Add tasks one by one:
- Click â+ Add Taskâ
- Enter task description (e.g., âUnlock front doorâ, âTurn on lightsâ)
- Set priority: High, Medium, or Low
- (Optional) Add notes or instructions
- (Optional) Require photo evidence for compliance
- Click âSave Templateâ
Pro tip: Browse our Template Marketplace for 100+ pre-built templates you can copy and customize!
Step 2: Add Your Locations (1 minute)
Locations represent your physical sites - stores, restaurants, facilities, etc.
How to add a location:
- Click âLocationsâ in the left sidebar
- Click â+ Add Locationâ
- Fill in:
- Name: Store name or identifier (e.g., âDowntown Storeâ, âLocation #42â)
- Address: Physical address
- Timezone: Important for scheduled checklists
- Manager: Person responsible (optional)
- Click âCreate Locationâ
Pro tip: You can bulk import locations from a CSV file - contact support@opsle.com for help.
Step 3: Assign Template to Location (30 seconds)
Now connect your template to your location so your team can start using it.
How to assign:
- Go to Templates â Select your template
- Click âAssign to Locationsâ button
- Select which location(s) should use this checklist
- Choose schedule (optional):
- Daily: Repeats every day at a specific time
- Weekly: Specific days of the week
- Monthly: First/last day of month
- On-Demand: Only created when manually triggered
- Click âAssignâ
Pro tip: You can override specific tasks per location. For example, if one store has different hours, you can customize just that location's checklist.
Step 4: Invite Your Team (2 minutes)
Your team needs accounts to complete checklists on their phones or computers.
How to invite users:
- Click âTeamâ in the left sidebar
- Click â+ Invite Userâ
- Enter:
- Email address
- Role: Manager, Staff, or Admin
- Locations: Which locations they can access
- Click âSend Invitationâ
They'll receive an email with a link to set up their account.
Role Guide:
- Admin: Full access to everything (you!)
- Manager: Can view reports, manage templates for their location(s)
- Staff: Can complete checklists, add comments, upload photos
Step 5: Complete Your First Checklist (3 minutes)
Time to test it out! Let's complete a checklist.
On Desktop:
- Click âChecklistsâ in sidebar
- You'll see your assigned checklist (e.g., âOpening Checklist - Downtown Storeâ)
- Click on it to open
- Check off tasks as you complete them:
- â Click the checkbox next to each task
- đˇ Upload photo (if required)
- đŹ Add comments (optional)
- Click âSubmit Checklistâ when done
On Mobile:
- Open www.opsle.com/app on your phone browser
- Log in with your account
- Tap âMy Checklistsâ
- Tap the checklist you want to complete
- Swipe or tap to check off tasks
- Tap âSubmitâ when finished
Pro tip: The app works offline! Complete tasks in walk-in freezers or areas with no signal. Everything syncs automatically when you're back online.
đŻ Next Steps
You're all set! Here are some things to explore next:
Set Up Notifications
Get alerts when checklists are overdue:
- Go to Settings â Notifications
- Enable email and/or push notifications
- Choose escalation rules (e.g., alert manager if task not completed within 2 hours)
View Reports
See completion rates and identify bottlenecks:
- Go to Reports in sidebar
- Choose date range
- Filter by location, user, or template
- Export as PDF or CSV
Integrate with Your Tools
Connect Opsle to Slack, Microsoft Teams, or email:
- Go to Settings â Integrations
- Choose your tool
- Follow setup instructions
- Get real-time alerts in your team chat!
đ Need Help?
- Help Center: www.opsle.com/help - Detailed guides and FAQs
- Email Support: support@opsle.com - We respond within 24 hours
- Live Chat: Available for Growth and Enterprise plans (bottom-right corner)
â¨ď¸ Keyboard Shortcuts
Power users, this is for you:
N- New checklistT- New templateL- Go to locationsR- View reportsSpace- Check/uncheck task/- Search?- Show all shortcuts
đĄ Tips for Success
For Managers:
- Start small: Roll out 1-2 critical checklists first, then expand
- Get buy-in: Show your team how it saves them time (no more paper!)
- Review regularly: Check completion rates weekly to spot issues early
- Celebrate wins: Recognize teams with high completion rates
For Staff:
- Check daily: Make it part of your opening/closing routine
- Add photos: Visual proof helps with audits and shows you did it right
- Use comments: If something's broken or needs attention, leave a note
- Work offline: Don't let spotty Wi-Fi slow you down
For Admins:
- Standardize naming: Use consistent template names (e.g., âOP-001 Openingâ, âCL-001 Closingâ)
- Version control: When updating templates, test on one location first
- Backup data: Export reports monthly for your records
- Monitor usage: Low completion rates? Check if tasks are too time-consuming
đ Security & Compliance
Your data is safe with us:
- Encryption: AES-256 at rest, TLS 1.2+ in transit
- Backups: Automated daily backups, 30-day retention
- Audit trail: Every action is timestamped with user ID
- Compliance: GDPR, CCPA, SOC 2 Type II ready
Need a BAA (Business Associate Agreement) for HIPAA? Contact sales@opsle.com.
đ Advanced Features
Once you're comfortable with the basics, explore these powerful features:
Conditional Logic
Show/hide tasks based on previous answers:
- âIf fridge temp > 40°F, then require maintenance callâ
Task Dependencies
Prevent tasks from being completed out of order:
- âCan't close cash register until money is countedâ
Photo Requirements
Require visual proof for critical tasks:
- Food safety temps
- Equipment conditions
- Compliance checks
Scheduled Checklists
Auto-create checklists on a schedule:
- Daily at 8 AM
- Every Monday and Friday
- First day of each month
Custom Fields
Add custom data to your checklists:
- Serial numbers
- Temperatures
- Dollar amounts
- Dropdown selections
Contact support@opsle.com to enable these features.