How to Use Checklists in the Workplace for Maximum Success

checklists in the workplace

At Process Street, we’re all about checklists. We use them for absolutely everything.

I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!

Basically, no task is too big nor too small for a checklist.

But it got us thinking – what are the best ways to use checklists to get maximum value from them?

My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket.

My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases.

This is compounded if you use a tool like Process Street due to its automation potential; you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task.

So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research.

Let’s get started.

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How To Boost Efficiency with Advanced Process Street Features

advanced process street - header

The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.

Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.

Whether you’re working with HR templates or IT processes, today I’ll show you how to:

  • Copy templates between organizations to easily hand them off to clients
  • Customize your template overview to have a personal view of all checklists run
  • Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a Process Street account or not
  • Automate basic tasks to free up time, letting you and your clients scale more easily
  • Use “variable” information to keep data across your checklist in sync
  • Create custom links which trigger new checklists (and push data into these new checklists automatically)
  • Integrate Process Street with other apps and websites using custom links

advanced process street consultants - all the benefits

It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.

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