When you manage several locations, a message saying “Everything is done” is not much help. You need to know which location it refers to, what was completed, and whether another location is still waiting on supplies or instructions.
You can make that easier with a few clear rules. Here is how to set up a process for opening and closing duties, cleaning, restocking, and other work your team does regularly.
Set up task tracking in six steps
1Give each location its own checklist
Start with a short list of the work that needs to happen at every location. For a store opening, that might include:
- Clean the entrance and checkout counter.
- Restock the front display.
- Check that the price labels are correct.
Use the same basic instructions wherever the work is the same. Add local details when they matter, such as a different storage area or an extra display.
Then give each location a separate copy of the checklist. Completing the North Store checklist should only mark North Store’s work as done.
Keep a separate checklist for each day, too. Tuesday’s work should not erase Monday’s results.
If you need help deciding what to put on a repeating checklist, read our guide to managing recurring employee tasks.
2Make it clear who is doing each task
Assign the work to someone who will be at that location when it needs to happen.
For example, “Maya will restock the front display at North Store before opening” gives everyone a clear plan. Assigning it to “the team” leaves room for people to assume someone else is handling it.
For shared tasks, explain whether one person completes the work for the group or each employee needs to complete it separately. One person can restock a shared display. Each driver may need to check their own vehicle.
Ask the location manager to confirm who will cover the work if the assigned employee is absent or working somewhere else that day.
3Set deadlines that fit each location
Give employees a specific time to finish. “Before 8:45 a.m.” is clearer than “this morning.”
Base the deadline on that location’s hours. If one store opens at 9:00 a.m. and another opens at 10:00 a.m., their opening checklists may need different due times.
For work that repeats, set up a daily or weekly schedule in your task tool. If you use a spreadsheet, add a fresh row for each date the task is due.
Make sure the schedule fits the days the location operates. For overnight shifts or locations in different time zones, include the full date and local time so everyone knows which deadline applies.
4Show employees how to record completed work
Tell employees what they need to submit when a task is done. A simple checkmark may be enough for some duties. Other tasks benefit from a photo or a short note.
For example, a photo can show a restocked display. A note can explain why an item is missing and what still needs to happen.
Keep the requirement useful and quick to complete. Ask for photos when someone will review them, and explain what should be visible. Photos can help you check the work, but occasional checks in person still matter.
If someone cannot finish a task, they should explain the problem and contact the right manager. The task should remain unfinished until the required work is done.
5Review unfinished work at set times
Choose review times that fit the work, such as just before opening or before the next shift arrives.
At each check, look for:
- Work that is past its deadline and still unfinished.
- Notes about missing supplies, broken equipment, or unclear instructions.
- Tasks that need someone else to take over.
- Completed work that needs a closer look.
Check that every location has reported its work. An empty section or missing checklist does not tell you that everything is fine.
When something needs attention, agree on who will handle it and when. Employees should report urgent problems directly instead of waiting for the next review.
6Fix the reasons tasks keep getting missed
Review the week’s missed work with your location managers. Look for repeat problems.
If the same closing task is late every Friday, ask whether the team has enough time, supplies, and training to finish it. The deadline or instructions may need to change.
Compare similar work across locations. A larger store with more duties may need more time than a smaller one. Use the results to decide where help is needed.
An example of checking tasks at three stores
Imagine you manage three stores. Each needs its front display restocked before opening. These are made-up stores in the same time zone.
At 9:00 a.m., your task tracker shows:
| Location | Assigned to | Due by | Status at 9:00 a.m. |
|---|---|---|---|
| North Store | Maya | 8:45 a.m. | Done at 8:40 a.m. |
| Central Store | Jordan | 8:45 a.m. | Not done. Display stock is missing. |
| East Store | Luis | 9:45 a.m. | Not due yet. Store opens at 10:00 a.m. |
You know where to focus. Central Store needs help getting stock. North Store is done, and East Store still has time.
If Central finishes at 9:15 a.m., record that time. The task is now complete, but it was still late. Keeping the actual result helps you spot repeated delays.
A simple employee task tracking template
Use these fields in a shared spreadsheet or your existing task process. Create one entry for each task, location, and date.
| Field | What to enter |
|---|---|
| Date and location | Which day and which store, branch, or job site |
| Task | The specific work to complete |
| Assigned to | The employee responsible for doing it |
| Due by | The deadline, including the local time |
| Result | Not done, done on time, or done late, plus the actual finish time |
| Photo or note | A useful photo, brief update, or explanation of a problem |
| Follow-up | Who will handle any remaining issue and by when |
For example, a useful follow-up note would be: “Central Store manager will arrange replacement stock by 9:10 a.m.”
Keep the earlier entries when you add tomorrow’s work. They help you see whether a missed task was a one-time problem or something that needs fixing.
Should you use a spreadsheet or task management software
A shared spreadsheet can work well when the task list is small and someone keeps it up to date. It gives managers a place to record assignments, deadlines, and results.
The extra work is maintaining it. Someone needs to add future tasks, keep old results, and make sure employees update the correct rows.
Employee task management software is worth considering when you spend too much time rebuilding checklists, finding photos in messages, or asking for updates from each location.
When you try a tool, check whether:
- Employees can find and complete their tasks on a phone.
- Daily and weekly tasks can repeat automatically.
- Each location’s results stay separate.
- Managers can see who finished the work and when.
- Missed work remains available to review later.
Test it with a real routine at two locations. Make sure employees can use it and managers can find the answers they need.
How to track recurring tasks with Teamsly
Teamsly Task Manager lets you create tasks and checklists, set daily or weekly repeats, assign work, and review completion history. Employees can complete tasks and add photos or notes from the mobile app.
For a simple setup across two locations:
- Open Task Manager, go to Manage, and create a separate task list for each location.
- Give each list a clear name, such as “North Store Opening.” Include the location in individual task names too, such as “North Store Restock Front Display,” so you can identify them in history.
- Add the instructions, start time, and due time. Choose Daily or Weekly if the work repeats, and publish the list when it is ready.
- Assign each task to the appropriate employee, department, or role. Check who will receive it at each location.
- Have employees record completion. Require a photo for tasks where it will help you review the result.
- Check current work in Today and review past results in History. Open individual records to see completion details, photos, and notes.
A location name in a task title helps you recognize the work. You still need to assign it to the right people. A role or department assignment can reach everyone in that group, so check it carefully if the group includes employees at several locations.
Before relying on repeating tasks, check the recurrence settings. Daily lists regenerate each morning from the next day, and weekly lists repeat on the weekday they were saved. Confirm that the schedule matches your operating days.
Plan a regular review. Teamsly marks unfinished tasks overdue after their due time, but it does not currently send automatic overdue alerts to managers. Check Today during the day or History afterward to see what needs attention.
Use the template above if you want a separate summary of issues and next steps across locations. You fill in that summary yourself; it is not an automatically generated Teamsly report.
Start with one routine at two locations. Check that employees receive the right work, understand the instructions, and can record completion. Once that works well, add more routines or locations.
Frequently asked questions
How do I manage opening and closing checklists across multiple stores
Create separate opening and closing checklists for each store. Use shared instructions where the work is the same, then adjust assignments and deadlines to fit each store’s shifts. Review each store’s results separately so one completed checklist does not stand in for every location.
Can every location use the same checklist
Yes. Locations can use the same list of duties, but each needs its own record of completion. Add local details when needed, such as where supplies are stored or which equipment employees need to check.
What if an employee works at more than one location
Include the location in each assignment and confirm where the employee is working that day. If their schedule changes, have the location manager arrange coverage and make sure the replacement employee can access the task.
How can I check task completion without visiting every location
Review who marked the task complete, when they finished, and any relevant photos or notes. Follow up on missing or unclear results. Periodic checks in person can help confirm that the recorded results match the work being done.
Try a routine your team already does
Choose an opening checklist, a daily cleaning routine, or a weekly stock check. Explore how Teamsly handles assignments and completion records, then use that routine to plan your own setup.
Open the interactive demo on a laptop or desktop.