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Operations template

Store opening checklist workflow template

The daily opening routine with a photo of the shop floor. Schedule it every morning and set who takes turns.

3 steps 6 fields Photo evidence
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Store

    Whoever starts the request

    Starts the opening. Name the store if you have more than one.

    1 field in the request form
    • Store Text

  2. Opening

    A person or team you choose

    Go through every item before opening the doors.

    Due in 2 hours (business time)
    4 fields
    • Opening routine *Alarm turned off, Lights and air conditioning on, Cash register counted, Shop floor clean and organized, Price tags checked, Team in uniform Checklist
    • Opening cash * Amount
    • Shop floor * Photo
    • Anything wrong? Long text

  3. Follow-up

    A person or team you choose

    The area manager handles anything reported at the opening.

    Due in 1 day (business time) Runs only when needed
    1 field
    • What was done * Long text

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.

Guides on this process

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Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template