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Subtask Templates

Reusable checklists you can attach to any task or cleaning

beginner3 min更新于2026-06-22

Overview

A subtask template is a named checklist you can drop into any task or cleaning. Define it once, reuse it forever. Examples:

  • "Standard turnover" (16 items, every cleaning)
  • "Deep clean" (run quarterly)
  • "Maintenance call-out" (steps a contractor walks through)

Creating a template

Open Tasks → Subtasks. Click + New Template:

  • Title and optional description
  • Add items one by one (each item becomes a subtask)
  • Optionally mark an item as photo-required so the assignee can't check it off without uploading a photo as proof

Attaching a template to a task

In any task or cleaning, click Add subtasks → Choose template. Every item in the template is added as a subtask in order.

Editing without breaking history

Edits to a template only affect tasks created after the edit. Existing tasks keep the items they had at creation time, so historical reports stay accurate.

What's next?

  • Creating Cleaning Checklists - Cleaning-specific checklists, including importing across properties
  • Property Notes - Persistent context that surfaces inside tasks

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