Opus

Ben Brunken

Find out how to use Checklists, Audits, and Tasks in Opus, and how they work together.

Checklists, Audits, and Task

Learn what Checklists in Opus are, how they drive consistency and accountability across locations, and where to go to build your first one.

Checklists Overview

This article will help you build and publish a Checklist your team can complete in the Opus app.

How to Build a Checklist

This article explains how to set up recurring schedules for your Checklists.

How to Set Up Schedules for Checklists

By setting up triggers in your checklists, you can enhance team communication and ensure critical steps are never overlooked.

How to Set Up Triggers in Checklists

Learn how to efficiently complete Checklists, navigate different question types, and use schedules effectively.

How to Complete a Checklist

This article will help you understand how to access, read, and use Task List reporting in Opus.

Task List Reporting Overview

Answers to common questions about building, sharing, scheduling, completing, and reporting on Checklists in Opus.

Checklist FAQs

Find out how to create and manage task lists so nothing falls through the cracks.

Checklists

Learn what Audits are and how to build one in Opus, then jump to running an Audit, resolving flagged issues, and reviewing results.

Audits Overview

Learn how to run an Audit in the Opus mobile app: complete it step by step, work through it as a team, and assign a follow-up Task for any flagged…

How to Run an Audit

When an Audit flags an issue, Opus turns it into a follow-up Task so the right person fixes it and the auditor signs off before it is closed out.

Audit Tasks: Step-by-Step

Audit reporting allows users to review submissions, monitor completion, and identify issues across locations.

Audit Reporting

Learn how to verify your team is following procedures and staying on track.

Audits

Learn about Tasks in Opus to make sure nothing falls through the cracks.

Tasks Overview

Learn how to create Tasks in an Audit or from a Checklist submission

How to Set Up and Manage Tasks

Learn how to create follow-up tasks from an Audit or Checklist

Tasks

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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