What is a Checklist?

Process Street is built around the use of Templates and Checklists, which allow you to document and work through your processes, respectively.

We describe a Template as a set of instructions, or as the master blueprint of a process, which outlines exactly how a specific process should be completed.

A Checklist, on the other hand, is an individual instance of that Template. For example, if you have an Employee Onboarding Template, you would run a new checklist every time you hire a new individual. That checklist is unique to that person.

A checklist contains all of the details contained in your template, like textimagessubtasks, and more, along with form fields that can be used to capture information.

What can you do with checklists?

  • Set them live – You can run checklists manually, via automations, and for one-off events.
  • Set them to repeat – You can schedule checklists for recurring weekly, monthly or yearly tasks.
  • Fill them out – You can fill out form fields in the checklist, checking off tasks and subtasks as you go.
  • Send emails – You can send an email directly from your checklist.
  • Communicate – You can communicate with your team via comments on each task in a checklist.
  • Share them with othersShare a checklist with someone else by using the share link.
  • Give them a deadline – You can set a due date for each task, and for the entire checklist, so you know when they’re due to be completed.

The example below shows us viewing an employee onboarding template, then running a new checklist for our latest employee. We start to fill out the fields in the checklist, completing tasks as we progress.

All of the information you fill out, check off, upload or attach, is contained within the checklist, and can also be viewed in the Checklist Dashboard or Template Overview. You can also download all of your checklist data as a CSV, or even print your checklist as a PDF.

Learn more about checklists in our Knowledge Base.


 

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