--- title: How to Use Pre-Task Checklists in OwlOps description: Pre-Task Checklists enhance task creation by having your team troubleshoot issues before before a task is submitted. --- [Skip to content](https://www.owlops.com/knowledge/pre-task-checklists-in-owlops#main-content) English Show submenu for translations [Contact us](https://www.owlops.com/knowledge/kb-tickets/new?hsLang=en) ![owlops-2.png\]](https://www.owlops.com/hs-fs/hubfs/owlops-2.png?width=197&height=75&name=owlops-2.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.owlops.com/knowledge/kb-tickets/new) - [Go to owlops.com](https://www.owlops.com/) [Go to owlops.com](https://www.owlops.com/?hsLang=en) Hello. How can we help with OwlOps? - There are no suggestions because the search field is empty. 1. [Help Center](https://www.owlops.com/knowledge?hsLang=en) 2. [Daily Operations](https://www.owlops.com/knowledge/daily-operations?hsLang=en) 3. [Checklists & Schedules](https://www.owlops.com/knowledge/daily-operations?hsLang=en#checklists-schedules) # How to Use Pre-Task Checklists in OwlOps ## Pre-Task Checklists enhance task creation by having your team troubleshoot issues before before a task is submitted. ### Step 1: Enabling Pre-Task Checklists Go to **Setup / Company.** In the **Preferences** section, make sure the **'Checklist Feature'** checkbox is enabled. ![](https://www.owlops.com/hs-fs/hubfs/image-png-Mar-20-2025-03-49-06-9727-PM.png?width=688&height=453&name=image-png-Mar-20-2025-03-49-06-9727-PM.png) ### Step 2: Creating Pre-Task Checklists Go to **Admin / Checklist.** Enable the **Pre-Task Checklist** toggle. Add the line items you would to to include on the troubleshooting checklist. **![](https://www.owlops.com/hs-fs/hubfs/image-png-Mar-20-2025-04-08-02-2950-PM.png?width=688&height=583&name=image-png-Mar-20-2025-04-08-02-2950-PM.png)** ### Step 3: Applying the Checklist to Categories and/or Subcategories #### **Checklist Assignment: Category vs. Subcategory** Pre-Task Checklists can be assigned at different levels to fit your operational needs: ### **Category Level** Applies to an entire group, such as **Equipment, Facilities, or IT.** If a general troubleshooting checklist applies to all equipment, assign it at the **Equipment** category level. ![](https://www.owlops.com/hs-fs/hubfs/image-png-Mar-20-2025-05-05-39-5637-PM.png?width=688&height=337&name=image-png-Mar-20-2025-05-05-39-5637-PM.png) ### **Subcategory Level** More specific troubleshooting checklists can override category-level checklists. - - **Example:** If a restaurant has a specific **broiler troubleshooting checklist,** it can be set at the **Broiler** subcategory level. When a user creates a broiler-related task, only the broiler checklist will appear instead of the general Equipment checklist. ![](https://www.owlops.com/hs-fs/hubfs/2025-03-20_13-03-31-png.png?width=668&height=619&name=2025-03-20_13-03-31-png.png)   **NOTE:**  - If a checklist is assigned at the **Category** level, all tasks under that category will use the checklist unless a **Subcategory-specific checklist** is assigned. - If a **Subcategory checklist** exists, it will override the Category checklist for tasks created in that subcategory. ### Step 4: Task Creation with a Pre-Task Checklist - If a Pre-Task Checklist applies, it will appear **before the user can submit the task.** The user **must complete the checklist** before proceeding. ![IMG\_3737](https://www.owlops.com/hs-fs/hubfs/IMG_3737.png?width=507&height=1097&name=IMG_3737.png)   - [Getting Started](https://www.owlops.com/knowledge/getting-started?hsLang=en) - [Daily Operations](https://www.owlops.com/knowledge/daily-operations?hsLang=en#main-content) - [Tasks](https://www.owlops.com/knowledge/daily-operations?hsLang=en#tasks) - [Checklists & Schedules](https://www.owlops.com/knowledge/daily-operations?hsLang=en#checklists-schedules) - [Categories & Workflows](https://www.owlops.com/knowledge/daily-operations?hsLang=en#categories-workflows) - [Mobile App](https://www.owlops.com/knowledge/daily-operations?hsLang=en#mobile-app) - [Homescreen](https://www.owlops.com/knowledge/daily-operations?hsLang=en#homescreen) - [Assets / Inventory](https://www.owlops.com/knowledge/assets-inventory?hsLang=en#main-content) - [Assets](https://www.owlops.com/knowledge/assets-inventory?hsLang=en#assets) - [Inventory](https://www.owlops.com/knowledge/assets-inventory?hsLang=en#inventory) - [Vendors](https://www.owlops.com/knowledge/vendors?hsLang=en) - [Technicians](https://www.owlops.com/knowledge/technicians?hsLang=en) - [Reports](https://www.owlops.com/knowledge/reports?hsLang=en) - [Invoicing and Timesheets](https://www.owlops.com/knowledge/invoicing-and-timesheets?hsLang=en#main-content) - [Invoices](https://www.owlops.com/knowledge/invoicing-and-timesheets?hsLang=en#invoices) - [Timesheets](https://www.owlops.com/knowledge/invoicing-and-timesheets?hsLang=en#timesheets) - [OwlOps for Vendors](https://www.owlops.com/knowledge/owlops-for-vendors?hsLang=en) - [Account & Administration](https://www.owlops.com/knowledge/account-administration?hsLang=en#main-content) - [Departments & Locations](https://www.owlops.com/knowledge/account-administration?hsLang=en#departments-locations) - [Users & Permissions](https://www.owlops.com/knowledge/account-administration?hsLang=en#users-permissions) - [Administrator Tools](https://www.owlops.com/knowledge/account-administration?hsLang=en#administrator-tools) - [Team Training & Onboarding](https://www.owlops.com/knowledge/account-administration?hsLang=en#team-training-onboarding) - [✨ Meet OwlAI](https://www.owlops.com/knowledge/meet-owlai?hsLang=en) - [Technical](https://www.owlops.com/knowledge/technical?hsLang=en#main-content) - [Troubleshooting](https://www.owlops.com/knowledge/technical?hsLang=en#troubleshooting) - [API / Integrations](https://www.owlops.com/knowledge/technical?hsLang=en#api-integrations) - [Release Notes](https://www.owlops.com/knowledge/release-notes?hsLang=en) - [Legal](https://www.owlops.com/knowledge/legal?hsLang=en) [![OwlOps Logo Horizontal White Outline-1](https://www.owlops.com/hs-fs/hubfs/OwlOps%20Logo%20Horizontal%20White%20Outline-1.png?width=131&height=50&name=OwlOps%20Logo%20Horizontal%20White%20Outline-1.png "OwlOps Logo Horizontal White Outline-1")](https://www.owlops.com?hsLang=en) owlops.com Help Center Copyright © 2025, CurvePoint Inc. dba OwlOps