Checklists and smart actions
Setting daily tasks and letting some tick themselves off.
Checklists record what needs to happen every day — at opening, at closing or on set days. You create a template and Onavan puts a fresh list ready each day.
- 1
Create a template
Go to Checklists and then “Manage templates”. Choose whether it is for opening, closing or your own days.
- 2
Add tasks
For each task you can set a time, a department and a specific staff member.
- 3
Add guidance where useful
A short description, photos or an instruction video helps new staff.
Smart actions
Some tasks do not need ticking off by hand. Link a task to a smart action and the system turns it green itself once it has actually happened.
- Register closed — ticks off once the day close is confirmed
- All messages answered — ticks off once no contact message is left open
A task with a smart action carries the label “Automatic”. You can still tick it on or off by hand at any time.
Last updated on 31 July 2026