Checklist
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Welcome to Checklist

Checklist transforms how you organize work—from simple personal tasks to Standard Operating Procedures that guide your entire organization.

Whether you're tracking a one-time project, collaborating with your team, or standardizing business processes across locations, Checklist adapts to how you work. Sync across devices, automate repetitive workflows, and build a living library of procedures that actually get used.

What Do You Want to Build?

Personal Tasks & Projects

Keep yourself organized with simple, powerful checklists. Perfect for personal productivity, daily to-dos, and one-time initiatives.

Your checklists sync across all your devices and can include subtasks, notes, attachments, due dates, reminders, and more. Start simple—it's very powerful.

Get Started with Checklist

Team Workflows

Coordinate work across your team with shared checklists, automated assignments, and real-time progress tracking. Perfect for project management, task coordination, and team collaboration.

Assign tasks to individuals or teams, track progress in real-time, set due dates, and keep everyone aligned. Checklists stay in sync across devices and locations.

Build Team Checklists

Standard Operating Procedures (SOPs)

Document, train, execute, and improve your organizational procedures with the complete Checklist Framework: Define → Train → Test → Do → Improve.

Transform SOPs from static documents into living workflows your team actually uses every day. Train new staff, verify knowledge, ensure consistency, maintain compliance, and continuously improve based on real performance data.

Implementing SOPs with the Checklist Framework

How Checklist Works

Flexible Views

Work with your checklists in the format that fits your needs. Unlike other task apps, Checklist offers multiple viewing options:

List View displays checklists as a simple, clean list with tasks to check off. Best for straightforward task tracking and personal productivity.

Table View displays checklists as a table where each row is a task and columns are custom fields (assignees, dates, notes, attachments, numbers, emails, and more). Best for project tracking, inventory management, and complex workflows.

Form View presents your checklist as a form that needs to be completed and checked. Best for data collection and structured workflows.

Checklist Views Documentation

Templates & Automation

Create a template once, use it repeatedly. Templates define standard procedures that can be triggered manually or automatically on a schedule.

Manual triggering when someone needs to perform a process. Open the template and trigger a checklist for immediate use.

Scheduled triggering for procedures that happen at regular intervals. Set your templates to trigger automatically every morning, weekly, monthly, or on a custom schedule.

As your team works through templates, Checklist automatically captures execution who performed the task, when it was completed, how long it took, and any information logged (photos, signatures, measurements, notes).

Working with Templates

Automation & Scheduling

Team Collaboration

Share checklists with your team, assign tasks to specific people or groups, and keep everyone in sync. Team members can access their checklists from desktop or mobile browsers.

Collaborate in real-time with automatic syncing across all devices. Track who completed what, when, and how long it took. Add notes, attachments, and comments to keep communication organized.

Team Collaboration & Sharing

Template Library & Pre-Built Workflows

Don't reinvent the wheel. Our extensive template library contains thousands of pre-built checklists for common use cases. Browse templates for your industry, customize them to match your needs, or use them as inspiration for your own.

If you create a checklist you anticipate using repeatedly, turn it into a template and share it with your team or the entire Checklist community.

Browse Template Library

Integrations & Third-Party Connections

Integrate Checklist with thousands of third-party applications through Zapier and other platforms. Connect your checklists to your existing tools and automate workflows across your entire tech stack.

For Organizations Managing Standard Operating Procedures

Checklist provides a complete framework for documenting, training, testing, executing, and continuously improving your organizational procedures.

Define your processes as interactive checklists that guide execution and capture data. Use the template library, build from scratch, or generate templates with AI.

Train your team using living documentation. Your procedures aren't buried in binders—they're interactive guides your staff actually review and learn from.

Test knowledge and verify readiness before staff execute procedures independently. Generate test checklists with AI or create them manually to verify understanding of processes, quality standards, and safety requirements.

Do execute procedures consistently using checklists as active guidance tools. Staff work through procedures step-by-step with real-time guidance, logging data and capturing information as they go.

Improve based on execution data and team feedback. Analyze how long tasks take, identify bottlenecks, gather staff suggestions, and refine your procedures continuously.

This transforms SOPs from static documents into tools your team actually uses every day, ensuring consistency, compliance, and continuous improvement.

Implementing SOPs with the Checklist Framework

How to Read This Documentation

Just getting started? Begin with our Get Started with Checklist guide to choose your path: personal tasks, team collaboration, or Standard Operating Procedures.

Already familiar with Checklist? Browse specific topics in the menu on the left, or jump directly to:

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