Getting Started Guide – Schedule a Checklist

Welcome to the next stage in your Process Street onboarding!

In this lesson we’re going to cover:

  • Why scheduling checklists is worthwhile and what it is
  • How you can schedule a checklist step-by-step
  • What to do if you get stuck
  • What is possible when you start using scheduled checklists

Estimated time for this lesson ~ 15 minutes

This lesson is part of our onboarding program. Find out more about what you’ll learn from the program when you’re getting started.


Why scheduling checklists is worthwhile

If you have a process that needs to be run on a regularly recurring basis, say once a week, twice a month or once a year, you can schedule your checklists in Process Street to run automatically. You can also pre-schedule a one-off checklist at a set date and time, for a particular event.

Scheduling checklists not only saves you heaps of time, it also means that you and your team won’t ever forget to work on that process at the time it needs doing.

The scheduler automatically starts a new checklist for you, and anyone assigned to the checklist or tasks within it will receive an email notification and will also see these items in their Inbox.

Take a look at some examples of when you might want to use scheduled or recurring checklists:

  • To create and send regular monthly invoices to your clients
  • To create an annual report at the end of each financial year
  • To schedule an onboarding checklist for your new employee’s first day
  • To run a monthly maintenance check on your properties
  • To schedule bi-annual performance reviews for your team

What does scheduling a checklist actually mean?

Scheduling a checklist means that you can have a new checklist automatically created on a recurring basis, or to run once at a specified date or time.

It’s also possible to set multiple different scheduled checklists to run from the same template. So if you need the same process to recur at different dates and times you can do that. If you’re doing this and you’ve set up at least one scheduled checklist already, you can copy it to save time setting up the next one.

You can also assign people to the checklist from within the scheduler, set the time zone, and also set a ‘due after’ date. So if you work with colleagues in different time zones,  you can set the checklist to be run for them in their specific time zone. Setting a due after date allows you to give the whole checklist a date that it needs to be completed by.


How you schedule a checklist step-by-step

  1. Navigate to your Template dashboard in Process Street and click Scheduled on the left-hand menu
  2. Click on the blue link that says Schedule One or the grey square that says Schedule another checklist in the center of the screen
  3. Fill out the details for how you would like your checklist to be scheduled
  • Select the template from which you’d like to schedule a checklist
  • Change the checklist name if desired
  • Assign the checklist to a member in your organization (perhaps yourself) so that they will receive a notification the checklist is ready to work on
  • Set your repeat settings if applicable. If you’d like a recurring checklist, select the appropriate daily weekly, monthly or yearly choice and customize the following options. If you only want one checklist to run once, select ‘Nope.’
  • Choose your relevant time zone
  • Set a start date in the future (including the time you want your checklist to run) and click save
  • Set the Due after ‘offset’ date if needed
  • Click the green button Schedule and you’re all set!

If you need to edit or delete a schedule you’ve set for your checklist, you can click on the blue checklist card in the “Scheduled” area and change what you need. Click the green button ‘update’ to save the changes. If you want to delete the schedule for the checklist, click on the red ‘delete’ button to permanently delete it.


If you find yourself stuck

Since you’re still getting used to the basics of using the platform, we’ve got some best-practice solutions to make sure that when you start setting your scheduled processes up, you don’t have to go back and correct something you may have missed the first time. We’ve also got some pro-tips to help you get out of a pickle!

Remember, you’ll find the scheduling manager by clicking on the Templates button at the top of your screen, and then the Scheduled button on the left side of your screen – this is the best place to head to. You could also schedule a new checklist by clicking on the three dots next to a template name, but we recommend you always go via the template dashboard, as you can manage your work from there.

Assign a team member or yourself

Always assign someone when you set up your scheduling. If you don’t assign someone to the checklist, it will run automatically but no-one will be notified that it’s ready to work on.

Setting the start date

Remember that you can only set future start dates and times for scheduled checklists. If you’re trying to start the process on Monday just gone and it’s already Wednesday, you won’t be able to. The earliest you can set the scheduler is 1 hour ahead of when you create it.

Know when that checklist is due

If you want to keep track of when a checklist is due, always set a Due after date. This way, whoever is assigned to the checklist will receive a reminder that they need to work on it. You can also follow which checklists have been completed in your Checklist Dashboard.

Change the date of a scheduled checklist

You might want to change the date and time that the checklist runs, but you’re not sure where to edit it. Choose which checklist you’d like to change by clicking the relevant blue card. From here you can make changes and click “update” to save them.

Delete a scheduled checklist

If you no longer need to have a scheduled checklist running automatically for you, you can delete it from the same place you edit your schedule (see this last point above). When you click the red “delete” button you’re only deleting the scheduler, not the checklists that have been run from it (or the template).


What is possible when you start using scheduled checklists

You can set up processes to run automatically, allowing you to literally set them and forget them!

You don’t have to worry that anything is getting missed out, since you’ll be automatically reminded whenever your process needs attention.

If you’re collaborating with team members, they will also be notified as soon as the process needs to be completed.


Case study

Since using Process Street, one of our customers, Pocketsuite have not only saved time, reduced costs, increased productivity, improved customer support service but also increased growth.

“I remember listening to a podcast with [Vinay Patankar, CEO of Process Street] that explained how to use Process Street to manage recurring tasks really well. And I implemented that and it actually started working really well!.. We’re more productive..!”

 


Let’s put scheduling into practice…

  1. Follow the ‘how to’ steps above and schedule your checklist now to run daily
  2. Assign yourself (you can change this later, but this will ensure you get notifications)
  3. Set it to repeat daily (even if your process doesn’t actually need to run daily, do this for now because you’ll be coming back each day to continue building out your template. This will give you the opportunity to see it in action every day and you can always update your schedule later)
  4. Set the start date to tomorrow at 9 AM (or whatever time you prefer)
  5. Set a ‘Due after date’ of 8 hours, so you’ll get a reminder at the end of each day

Action stations!

Each day for the next two weeks, log into your Process Street account and complete the checklist (if you aren’t actually completing the steps, you should mentally complete them so you can refine your process as we continue guiding you through getting fully up and running). Make edits to the template whenever you find something you can improve!

Get into the habit of checking your email to see reminders that checklists and tasks have been assigned to you.


Helpful resources

Your next lesson…

Stage 5: Automate – Building your own Automations > 

< Previous Lesson (Using the Send Email widget)
< Back to the Getting Started home page

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