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.

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. Think of it as a parent / child relationship.

For example, if you have an Employee Onboarding Template, you would run a new checklist for each new hire. You could be onboarding 10 new hires at the same time, and having separate checklists allows you to know exactly what progress has been made for each person, or what still needs to be done.

A checklist contains all of the details built into in your template, like text, videosimages, and subtasks, along with form fields which can be used to capture information or data.

What can you do with checklists?

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 your checklists. This data can be viewed at any time in your Checklist Dashboard or Template Overview.

You can also download all of your checklist data as a CSV, or save your checklist as a PDF.

Learn more about checklists in our Knowledge Base.


 

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