Checklists

What is a Checklist?

Checklists are a collection of one or more work steps that need to be checked off for each Client. As part of each Workflow status, they ensure that all mandatory work steps are completed before the Client can advance to the next status.

Checklists are a Global Feature and can be re-used within multiple Rollouts.

They can be managed under Settings -> Checklists by users who are at least Rollout Manager.

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Special types of Checklists

Conditional Checklists

Control when a Checklist becomes active for a client.

Persistent Checklists

Share Checklist steps between workflow statuses.

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Other features accessing Checklists

Client Detail View

The Client Detail View has a dedicated tab for displaying all active Checklists for each client together with the individual step values a user can interact with:

Every mutation of Checklist step values is stored in the Client's history:

Rollout Planning

On the Rollout Roadmap, you can define timespans for Checklists or in which they need to be worked on by your team.

The schedule you define here will determine which Clients are shown to your team on their Client Dashboard depending on the date they are opening it.

In this example we have scheduled the completion of our 3 checklists within August and September of this year.

Reporting Dashboard

Under Reporting you will see how many Checklist steps were completed in a given timeframe: