Checklist Creator

Managing multi-step processes across your business can be difficult, especially when you need to maintain consistency and ensure tasks are being completed correctly. When steps are missed or not signed off on correctly, vital elements can be overlooked, and more time is wasted in following up or revisiting specified tasks. Checklist Creator gives you the power to keep your business organized by generating tailored lists that are clear and actionable. Reduce errors and improve quality by ensuring all necessary steps are followed and that nothing is skipped over.

Establish uniform processes and consistent execution

  • Create a clear list of action items tailored to your business protocols.
  • Share and reuse checklists across different applications and departments.
  • Collaborate on standardizing your checklists to ensure nothing is missed.

Define steps that are linked to essential components of your business   

  • Create and edit specific responsibilities for each check
  • Set checks with direct requirements to help identify gaps and bottlenecks
  • Link steps that attach to other Appward Apps like Projects, Inspections, Audits, Actions and others

Custom-build checklists to optimize processes and ensure accuracy

  • Low code development capabilities for easy maintenance and innovation   
  • Connect information from other Appward apps for more detailed tasks
  • Query values from other sources within Appward for a more robust to-do list
  • Set up checklist parameters with default values to automate your processes
  • View all active sessions of a checklist for a quick look at where the list is being utilized

Checklist Creator Features

  • Associate an object to a checklist for easy filtering in other apps
  • Input a description to identify the purpose of a checklist
  • Select relevant information from any app database table and column values to display in a checklist
  • Drill down into app information using custom queries with specific column values to populate a checklist
  • Verify the accuracy of queries by testing them before implementation
  • Automate information by creating or editing input/output parameter values to be passed into check captions
  • Create checks directly from the “Add New Checklist” window
  • View the type of checklist and the number of checks it contains within the header
  • Identify the status of each checklist as “draft” or “published”
  • The description is visible to help provide a comprehensive understanding of the purpose of each checklist
  • View clear instructions for each checklist
  • Quickly see who created and modified a checklist and when
  • View the full list of questions and response fields for each checklist
  • Test a checklist directly from the main flyout
  • Easily edit, add, or delete parameters associated with each checklist
  • Establish Pass/Fail criteria to score each checklist
  • Customize your checklist by editing scripting to gain more control and set up automation
  • Type in a caption for each check to provide context and clarity
  • Include parameters in your caption for automatic population of details
  • Select a check style from options such as yes/no, button, entry, ok, caption or choice
  • Organize checks by indicating their placement after a current selection or at the end of your list
  • Click on each check to edit its name and caption
  • Input values for each answer provided to automate scoring calculations
  • Establish a score number that indicates a pass or fail for each check
  • Input a progress percentage to trigger the overall checklist progress bar
  • Establish the width, height, and margin for check captions
  • Indicate font size, weight, and style for text
  • Use actionable scripting per element for automations
  • Add multiple answer elements per check for more in-depth responses
  • Add @-mentions to send Notifications to team members
  • Like messages in Posts with a single click of the thumbs-up icon to automatically trigger a Notification
  • Attach documents, images, media and AppShare direct deep links to any record to and from any Appward app
  • Enlarge any attached document, image or media by double-clicking the file
  • Edit your message by clicking on the pencil icon if you need to modify or update your note
  • Authors of each message posted can delete their own comments

Establish consistency throughout your organization while improving the quality of work for any work environment.