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.