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")
4. Add tasks one by one
5. Click Save Template

Step 2: Add Your Locations (1 minute)

Locations represent your physical sites - stores, restaurants, facilities, etc.

Step 3: Assign Template to Location (30 seconds)

Now connect your template to your location so your team can start using it.

Step 4: Invite Your Team (2 minutes)

Your team needs accounts to complete checklists on their phones or computers.

Step 5: Complete Your First Checklist (3 minutes)

Time to test it out! Let's complete a checklist.

🎯 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 → Notifications

View Reports

See completion rates and identify bottlenecks - Go to Reports in sidebar

Integrate with Your Tools

Connect Opsle to Slack, Microsoft Teams, or email - Go to Settings → Integrations

🆘 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

💡 Tips for Success

For Managers:

• Start small: Roll out 1-2 critical checklists first
• Get buy-in: Show your team how it saves them time
• Review regularly: Check completion rates weekly

For Staff:

• Check daily: Make it part of your routine
• Add photos: Visual proof helps with audits
• Use comments: If something's broken, leave a note