Set up a monthly or occasional check with reminders

Use a Regular schedule checklist for checks that are due every few days, weeks or months, such as a monthly fire extinguisher inspection or a quarterly first aid kit check.

1. Open the checklist and click Edit settings.
2. Under Checklist frequency, choose Regular schedule.
3. Under Reminders, set Checklist due every so many Days or Calendar months.
4. Set Show reminder to the number of days before the due date that a reminder should be sent.
5. Click Save.

Reminders go to the people chosen for the Checklist Due Reminder notification under Settings → Notifications. If the checklist has already been completed in the period, no reminder is sent. See Creating checklists for how the due date is worked out.

Back to I want to…