Getting Started with Opsle

📋 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 “master copies.”

How to create a template:

1. Click “Templates” in the left sidebar
2. Click “+ New Template” button
3. Enter a name (e.g., “Opening Checklist”, “Closing Procedures”, “Food Safety Check”)
4. Add tasks one by one:
   • Click “+ Add Task”
   • Enter task description (e.g., “Unlock front door”, “Turn on lights”)
   • Set priority: High, Medium, or Low
   • (Optional) Add notes or instructions
   • (Optional) Require photo evidence for compliance
5. Click “Save Template”

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:

1. Click “Locations” in the left sidebar
2. Click “+ Add Location”
3. Fill in:
   • Name: Store name or identifier (e.g., “Downtown Store”, “Location #42”)
   • Address: Physical address
   • Timezone: Important for scheduled checklists
   • Manager: Person responsible (optional)
4. Click “Create Location”

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:

1. Go to Templates → Select your template
2. Click “Assign to Locations” button
3. Select which location(s) should use this checklist
4. 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
5. Click “Assign”

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:

1. Click “Team” in the left sidebar
2. Click “+ Invite User”
3. Enter:
   • Email address
   • Role: Manager, Staff, or Admin
   • Locations: Which locations they can access
4. Click “Send Invitation”

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:

1. Click “Checklists” in sidebar
2. You'll see your assigned checklist (e.g., “Opening Checklist - Downtown Store”)
3. Click on it to open
4. Check off tasks as you complete them:
   • ✅ Click the checkbox next to each task
   • 📷 Upload photo (if required)
   • 💬 Add comments (optional)
5. Click “Submit Checklist” when done

On Mobile:

1. Open www.opsle.com/app on your phone browser
2. Log in with your account
3. Tap “My Checklists”
4. Tap the checklist you want to complete
5. Swipe or tap to check off tasks
6. Tap “Submit” 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.

🎯 Next Steps

You're all set! Here are some things to explore next:

Set Up Notifications

Get alerts when checklists are overdue:

1. Go to Settings → Notifications
2. Enable email and/or push notifications
3. Choose escalation rules (e.g., alert manager if task not completed within 2 hours)

View Reports

See completion rates and identify bottlenecks:

1. Go to Reports in sidebar
2. Choose date range
3. Filter by location, user, or template
4. Export as PDF or CSV

Integrate with Your Tools

Connect Opsle to Slack, Microsoft Teams, or email:

1. Go to Settings → Integrations
2. Choose your tool
3. Follow setup instructions
4. Get real-time alerts in your team chat!

🆘 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)

⌨️ Keyboard Shortcuts

Power users, this is for you:

• N - New checklist
• T - New template
• L - Go to locations
• R - View reports
• Space - Check/uncheck task
• / - Search
• ? - Show all shortcuts

💡 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., “OP-001 Opening”, “CL-001 Closing”)
• 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

🔒 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.

🚀 Advanced Features

Once you're comfortable with the basics, explore these powerful features:

Conditional Logic

Show/hide tasks based on previous answers:

• “If fridge temp > 40°F, then require maintenance call”

Task Dependencies

Prevent tasks from being completed out of order:

• “Can't close cash register until money is counted”

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.