Daily office checklist app for GSM Electrical, Dalgety Bay
GSM Electrical
GSM wanted one list for the whole office. When anyone ticks a task, it should be done for everyone, with their name and the time saved.
The office team had their daily routine written down in a Word document. It covered 91 tasks in ten sections, from the start-of-day checks to invoicing, certificates and the end-of-day review. A few weekly jobs sat on top, like chasing outstanding invoices and quotes on a Monday.
They’d tried a Planner board in Microsoft Teams. The team liked the week layout, but the board didn’t reset itself each day.
Managers also wanted an email at the end of each day showing what was done and by whom, and a way to plan closures in advance.
- A private web app on its own WordPress site, run by a plugin we wrote for GSM
- Their Word checklist loaded as it stood, so the team sees the tasks and sections they already know
- A fresh checklist every working day, in a week layout like the Teams board the office liked
- A Today view for phones, which staff can add to their home screen
- Every tick saved with a name and a time, and a clear message if someone else got there first
- Notes on ticked tasks, and five handover questions to close the day
- An office view for managers, and an email at 5:30pm with who did what and anything not done
- Tasks, days and closure dates that managers change themselves, with Scottish bank holidays added automatically
- Managers add their own people and reset passwords without ever seeing them
- A staff-only sign-in in GSM’s branding, with every page private
- Plain-English guides for staff and managers
- More than 160 automated checks, from two people ticking the same task at once to the timing of the end-of-day email
- WordPress
- Custom WordPress plugin by Universal Computing (PHP, WordPress REST API)
- JavaScript app with live updates
- WordPress user roles
- FluentSMTP with SPF and DKIM
- Server scheduled tasks
- GOV.UK bank holidays data
- Playwright automated testing
- Universal Computing hosting
Planning a checklist or task system for your team?
Can you turn our existing checklist into an app?
Yes. We start with the list you already use, whether that’s a Word document, a spreadsheet or a board in Teams. For GSM, we loaded 91 daily tasks in ten sections, set each weekly job to its days and kept their end-of-day handover questions.
Can we change the tasks ourselves?
Yes. Managers add, edit, reorder and archive tasks and choose the days each one appears. Changes show on today’s list straight away, and past days keep the checklist as it was.
Does it work on phones?
Yes. The Today view is built for phones, and staff can add the checklist to their home screen so it opens like an app.
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