Recurring work like opening and closing checks only helps if it happens at the right time and place. Schedules make a Checklist appear in the Opus Training app for the right Locations during set time windows, and show you whether each window was met.
Table of Contents:
Why Use Schedules?
Schedules let you set time frames for completing Checklists, so recurring work like safety checks during opening and closing shifts is easy to manage.
How to Set Up a Schedule
✅ Before you start: The Checklist must be published: on a draft, Create Schedule is unavailable and Schedules shows Available after publishing.
Creating Schedules also requires the Update Automations and Library Access permission.
Step-by-Step Guide
Open your Checklist in the dashboard.
Go to Operations > Checklists and select the published Checklist you want to schedule.
Create the Schedule.
On the Overview tab, click Create Schedule next to Schedules (or Add Schedule if the Checklist already has one).
Name the Schedule.
Enter a Name.
Select Locations.
Under Locations, choose where the Checklist applies, so the right team members see it at the right time.
You can also select Regions, Brands, or Franchises.
Set recurring times.
Under Recurring times, select the day(s) of the week the Checklist should be completed.
Enter the start and end time. Schedules apply to Locations in their local time.
Need more than one window? Click Add a recurring time to add different days and time ranges.
Save the Schedule.
Click Create schedule.
(Optional) Create multiple Location-based Schedules.
Each Checklist can have multiple Location-based Schedules. Click Add Schedule on the Overview tab to tailor Schedules to different needs across your Locations.
🎯 Example: A Checklist that's needed during both opening and closing shifts can have two recurring times on the same Schedule, one for each shift.
What Happens in the Opus Training App?
When the Schedule is active, the Checklist appears in the Tasks section of the app's home screen during the specified time frame, so your team can open and complete it when it's due.
Your team can also see any upcoming Checklists, so they can stay on top of what's due and when.
Schedule Reporting
Schedules help you monitor whether Locations complete and submit Checklists on time.
In the dashboard: open the Checklist's Reporting tab and select Schedule completion. Each window shows a status like Submitted or Missed.
In the app: team members see submissions from their own Locations. Admins, and Roles with the View all Checklist submissions permission, see every Location.
Learn more in Checklist Reporting Overview.
One-Time or Non-Recurring Checklists
⚠️ Daily or weekly only: Checklists can be scheduled for daily or weekly frequencies only. Other recurring cadences, like monthly or twice a year, aren't supported.
For one-time or non-recurring work you want to share with your team, try one of these approaches:
Schedule a Checklist for a defined time frame.
For example, set it for Monday between 9am and 10am. Your team sees the Checklist in the Tasks section of their home screen during that specific time.
Once that window passes or it's no longer relevant, remove the Schedule: click the edit (pencil) icon on the Schedule on the Overview tab, then click Remove Schedule and confirm with Remove.
Communicate one-off work directly to the appropriate teams using Messages in Opus.
Team members with Library Access can complete Checklists even when they aren't on a Schedule, so let your team know where to find them.
FAQ
What happens if a Schedule is removed?
The Checklist no longer appears in the Tasks section of the home screen. Team members with Library Access can still find it in the Library.
Can I edit a Schedule after it's created?
Yes. On the Checklist's Overview tab, click the edit (pencil) icon on the Schedule under Schedules, make your changes, and click Update schedule.
Can I set different Schedules for the same Checklist?
Yes. You can:
Add multiple recurring times with different days and time ranges to one Schedule, or
Create separate Schedules for different Locations.
Can I still access and submit Checklists outside of a scheduled window?
Yes. Checklists can be opened and submitted at any time, even outside the scheduled window. If you open one outside its time frame, the app shows an Outside of scheduled time alert with the next window. Tap Continue anyway to complete and submit it.
A submission outside the window doesn't count toward that window.
What happens if multiple team members are working on the same Checklist during a Schedule?
Your team can collaborate in real time. When multiple team members work on the same Checklist, everyone sees answers update live, even before anyone submits, so nothing gets duplicated.
Will my team get push notifications to complete a Checklist?
No. Opus doesn't send push reminders for Checklists. Because access is shared across multiple team members, notifications would go out to everyone with access.