What is a template?

At the heart of CheckFlow's functionality is the ability to create templates and run checklists off those templates.

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.

Your template can contain text, images, files and more, along with input controls that can be used to capture dynamic information in a checklist such as a drop down, date picker or text box.

You can also control how any checklists derived from your template behave using our workflow and automation features. For example, automatically assign tasks, set due dates, enforce the order in which tasks can be completed, and more.

Once you've built a template, you can run checklists off that template to assign tasks, set due dates and automate parts of the process each time it needs to be done.