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How to use Hubl —
Building Checklists

The checklists your team completes in the app are built in the Checklist Editor on the reporting dashboard. Set the frequency and the end time, write the items with their guidance, and the app takes care of chasing them every day. Here’s the whole flow.

The one thing to learn

One checklist, four quick parts

Every checklist in the editor is built from the same four things — get these right and the app does the rest:

Name & description what it’s for

“Opening Kitchen”, “Weekly Cleaning Tasks” — clear beats clever.

Frequency daily · weekly · monthly

How often it lands on the team’s list in the app.

End time the deadline

Not done by then and it’s a timeout — visible on the dashboard.

Items & guidance the checks

Each item carries its own work instructions, right where it’s ticked.

Good to know The guidance on each item is what your team reads at the moment they do the check — write it as a work instruction (“fridges below 5°C”) and the training is baked into the checklist itself.

Start here + New Checklist

Create a checklist from scratch

Open the Checklist Editor from the reporting dashboard. Hubl ships with the classics already built — but every business has its own routines, so click + New Checklist:

In Checklist Settings, give it a name and a short description of what it’s for.
Pick the frequency — Daily, Weekly or Monthly — and set the end time it must be completed by.
Click + Add item for each check — a clear title, then the guidance your team should follow.
Keep items to one action each — five crisp checks beat one vague paragraph.
Close the editor and it’s in the library — and on the team’s list in the app from the next run.

Building “Test Checklist” — settings, frequency and due time, then adding an item with guidance (shown at 2.5× speed)

Keep it organised Checklist Editor

Your checklist library

Back on the editor home, everything you’ve built sits in three columns — Daily, Weekly and Monthly — each card showing how many items it holds:

Hover a card to preview its items — a quick way to check what’s covered without opening it.
Drag cards to reorder a column — you’ll see “Order saved” each time, and this is the order your team sees in the app.
Put the checklists that start the day at the top — Opening Kitchen before Closing FOH.
Click a card to open it in the editor.

The library — Daily, Weekly and Monthly columns, previews and drag-to-reorder (shown at 2.5× speed)

Sharpen what’s there Checklist · Checklist Settings

Edit a checklist

Open a checklist and you get two tabs — Checklist for the items, Checklist Settings for the name, description, frequency and end time. The header shows the essentials at a glance (“Opening Kitchen · Daily · 23:59”):

Every item has three parts: the Check name (keep it clear and action-oriented), its Description, and the Corrective action guidance.
Tap a description’s Rich Text Content to open Edit description — a full editor with headings, bold, lists, links and images.
Use it to embed complete work instructions — upload an image of the instruction card, or write the steps out with formatting, so the how-to sits right where the box gets ticked.
Corrective action guidance is the “if it fails” column — step-by-step what to do when the check finds a problem, e.g. “Discard product and record on waste log”.
Tap Save changes — or Copy to sites to roll the checklist out across your other sites.

These two fields are where a checklist stops being a list of boxes and starts running the shift:

The description is your training, on screen It’s what your team reads at the exact moment they do the check. Written well — the standard to hit, how to check it, a photo of “done properly” — it means Saturday’s new starter performs the check to the same standard as your most experienced supervisor. The knowledge lives in the checklist, not in whoever happens to be on shift.

Corrective action guidance is your failure plan The moment a check fails is exactly when people freeze or improvise — often at 6am with no manager in. A clear “do this next” (“Discard product and record on waste log”; “Do not begin service; contact maintenance”) turns a failed check into a controlled response. It’s also what HACCP expects: a documented corrective action for every check, so an EHO can see the failure path was planned — not made up on the spot.

Opening Kitchen’s items, editing the guidance, and saving (shown at 3× speed)

The checklist editor showing check names, rich text descriptions and corrective action guidance — Opening FOH in the editor — check name, rich-text description and corrective action guidance for every item, with Copy to sites and Save changes below

Edit description rich text editor with an embedded work instruction — The Edit description editor — formatting toolbar, and a full work instruction embedded as an image, steps and all

Edit with care These checklists are live compliance records — renaming items or rewriting guidance changes what every site is asked to do from the next run. Sharpen the wording by all means, just don’t quietly lower the bar.

When will changes appear? Daily checklist changes appear the next day; weekly changes at the beginning of the next week; monthly changes at the beginning of the next month — so edit today, and tomorrow’s run is already the new version.

The payoff In the app

What your team sees

Everything you build in the editor lands in your team’s hands, exactly where it’s needed:

Every item carries an ⓘ — tap it (or swipe the item) to open two tabs: Description and Corrective Action Guidance.
The description renders in full — your formatted work instruction, images and all, right at the moment the check is done.
When a check fails, the Resolve issue screen links straight to View corrective action guide — then captures the resolution note (root cause, action taken, prevention), photo or PDF evidence, and the initials of whoever fixed it.

Checklist in the app with info icons and swipe-to-reveal description — Every check has an ⓘ — or swipe to reveal Description

Description tab showing the full embedded work instruction — The description — your work instruction, rendered in full

Corrective action guidance tab — Corrective Action Guidance, one tab away

Resolve issue screen after a failed check — A failed check — guidance, resolution note, photo evidence, initials

Good to know This is the full loop: the check fails, the guidance you wrote appears, the fix is recorded with evidence and initials — so every failure closes with a documented corrective action, automatically.

Before you ask

Quick answers

What does the end time actually do?

It’s the deadline. A checklist not completed by its end time is marked as timed out — and timeouts feed the compliance figures on the dashboard Overview, so missed checks are visible, not invisible.

Where do my team see these checklists?

In the Hubl app, under Checklists — the Overview screen counts what’s due today. They appear in the same order as your library columns.

How do I change the order the checklists appear in?

Just drag the cards in the editor — the order saves automatically each time you drop one.

Do I have to build everything myself?

No — Hubl ships with the standards: opening and closing for kitchen and FOH, cleaning, probe calibration, weekly deep cleans and a monthly manager audit. Edit them to fit, and add your own alongside.

How much guidance should an item carry?

Enough that a new starter could do the check unaided — the standard to hit (“below 5°C”), and what to do if it fails. It shows right where the box gets ticked.

We run several sites — do I have to rebuild the checklist at each one?

No — build it once and use Copy to sites in the editor to roll the same checklist out to your other sites.

Can I pause the clips?

Tap or click any clip to pause it; tap again to play.