Lists are the core of Sumba. They represent the checklists and inspections your team runs every day, week, month, or on demand. This guide covers how to create, configure, and schedule lists on the web portal.


List Basics

A list is a collection of tasks that your staff completes on the mobile app. Lists can include:

You create and edit lists on the web portal. Your staff runs them on the mobile app.

Creating a New List

  1. Go to Lists in the web portal
  2. Click Create List
  3. Give your list a name (e.g., "Daily Opening Checklist")
  4. Start adding tasks

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Task Types

Normal Tasks

Normal tasks are operational items that don't bear significant risk. They can be configured as:

Type What the User Does Example
Checkmark Taps to mark complete "Turn on lobby lights"
Numerical Input Enters a number "What temperature does the thermostat read?"
Photo Upload Takes or uploads a photo "Photo of clean restroom"
Comment Input Writes a text note "Any notes from the morning?"

Normal tasks can also be marked as required or optional.

Safety Checks