What is a checklist?

CheckFlow 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 Invoice Creation Template, you would run a new checklist every time you invoice a client for a service you provided. That checklist is unique to that invoice.

A checklist contains all of the details contained in your template. It will also follow any workflow rules you have defined, such as due dates, conditional logic and enforced order.

All of the information you fill out, check off, upload or attach, is contained within the checklist.