CheckFlow Documentation

CheckFlow turns the processes your team repeats into checklists that can be assigned, tracked, automated and reported on.

You write a template once — the tasks, the content, the rules — and run a checklist from it every time the process needs doing. New here? Core Concepts explains the model in five minutes; Getting Started walks you through building one.

Start Where You Are

I need to work through a checklist someone gave me

• Open a Checklist

  Finding the one you have been asked to do.

• Complete a Task

  Ticking things off, and why a task might refuse.

• Task Comments & Attachments

  Asking a question or attaching evidence.

• Using CheckFlow on Mobile

  Doing all of the above from a phone.

I am building the process

• Create a Template

  Start here.

• Control Types

  Everything a task can contain, and what each control supports.

• Conditional Logic

  Showing and hiding tasks based on an answer.

• Data Sets

  Feeding controls from managed reference data instead of typed lists.

• Create a Schedule

  Running checklists on a recurrence.

I administer the team

• Team Management

  Users, groups and team settings.

• Roles & Permissions

  Administrator, Member and Guest.

• User Permissions

  The canonical list of every permission.

• Single Sign-On

  Azure AD, Google Workspace and Okta.

• Reports

  Finding and exporting checklists across the team.

I am integrating CheckFlow with something else

• API Reference

  The v3 REST API: authentication, conventions and every endpoint.

• MCP Server

  Connecting an AI assistant such as Claude to your workspace.

• Web Hooks

  Being told when something happens, rather than polling.

• Zapier

  Connecting to other services without writing code.

• Slack Notifications

  Assignments, mentions and overdue tasks in Slack.

I am evaluating CheckFlow

• General FAQ

  What it is and what it does.

• Templates & Checklists FAQ

  The central concept, briefly.

• Billing FAQ

  Members, seats, payment and cancellation.

• Features & Security FAQ

  Roadmap, hosting and security.

Most-Read Pages

If you read nothing else:

• Core Concepts

  Templates, checklists, tasks and controls, and where the answers live.

• Control Types

  The capability matrix for all 19 controls in one table.

• User Permissions

  Every permission and what it grants.

• Glossary

  One canonical meaning for every term, including the ones that are easy to confuse.

Finding Things

Use the search box at the top of any page — it searches the full text of every page, not just titles. The sidebar is grouped by what you are trying to do: Get Started, Build, Run, Analyse, Administer, Develop and Help.

Every page ends with Related Pages, a short list of where to go next, chosen by hand rather than generated.

Related Pages

• Getting Started — the guided walkthrough.
• Core Concepts — the model behind everything else.
• Glossary — what each term means.
• Contacting Support — when the documentation does not have it.