Process efficiency

Checklist Software

Checklist software allows you to document every step of a process to be used over and over again.

Do you love to organise yourself or your business by writing checklists on bits of paper or in word or excel? Have you ever thought about using a Checklist software instead?

Checklist software offers huge benefits to business as a guide to best practices that can guide team members through a whole process completing it the best possible way everytime.

What is software checklist?

What is checklist software? First ask what is a checklist?

A checklist is a way to document each step needed to complete a task. A detailed set of instructions, a guide of how something is done. 

Checklist software allows you to document every step of a process to be used over and over again.

 Checklists are a proven way to organise and manage tasks, resulting in reduced errors, maintained consistency, increased efficiency, productivity, and ensure every step in a task in a process is completed.

Do you need a checklist or to do list? How do to do lists and checklist differ? Think of a To-do list ‘what to do’ and a checklist ‘how to do’ it.

Why Use A Checklist?

Try to remember everything is mentally exhausting. The problem with our mind we can easily find ourselves forgetting something. Giving someone a checklist for a task increases the chances of completing it, spurs people to get stuff done, encourages collaboration, inspires delegation and prevent errors caused by skipping basic steps.

It’s easy to miss or forget a step in a process when tasks require so many steps! Using checklists can stop these mistakes.

We might be a little bias but checklists are amazing and don’t just believe us but look at the amazing results they can offer. They first started with the B17 bomber and the first pre flight checklist, followed by NASA checklist which helped astronauts get to land on the moon.

Checklist offers a way to set out clear steps in how something should be completed.

How do I create an online checklist?

There are many ways you can create online checklists.

You need to decide what you want from your checklist. Do you want to create a checklist to print off and hand out, do you want it online for everyone to use or do you want interactive.

here are some ideas for creating checklists online.

  • Google
  • Microsoft
  • Checklist Software
  • Checklist App
Google Checklists

Google – Google offer a number of ways to create a checklist.

Google Tasks is a Chrome extension. Integrations with Gmail and Google Calendar.

Google Keep – Slightly more a to do list than checklist which is shareable. Make a list to remember to pick up some shopping? Watch as items get completed in real time.

Create a Checklist in Google Doc

Google Docs – Create a checklist in google docs.

How to create check box in google docs.

  • Create you list and select all  items you want included
  • Click the down the “Bulleted list” icon then select the checkbox.
  • This places a checkbox at the start of each item in the list
Microsoft Checklists

Microsoft have a number of ways to create a Checklists.

Microsoft To Do To Do List app that can be used on both desktop computers and mobile phone checklist app.

Word – Creating Word check box in microsoft word.  This is quite a simple way to create check box on word like in google above

Checklist Software

Here are some Checklist Software products available currently. 

Checkify – Simple and easy way to manage checklists, tasks and processes in one place. 
Asana – To-do list app for work
Clickup – Manage your projects all in one place
Manifestly – Recurring Checklists – Recurring Business Processes
checkli – Recurring checklist or process

Is there an app for a daily checklist?

There a number of daily checklist app available and all offer different benefits depending on how you want to use them.

For instance do you just want a personal one off checklist or to do list? What is the difference between a todo list and a checklist?

Checklist Apps

Todoist – Collaborate on task
Evernote – Notes, and tasks in one place.
TickTick – Manage all your to-dos

Checklist Software Features

What features to look for in a great Checklist Software that could help your business grow. Here are some checklist software features and the benefits:

  • Create Templates or Blueprints: Checklist template (a list of steps in a process) some would refer to this as an best practices, standard operating procedure (SOP). 
  • Recurring Checklist
    Launchable recurring checklist so you only ever have to type details in once.
    Schedule checklists: Schedule to run at a specific time for example: daily, weekly, monthly or after a certain action has been performed. 
  • Assign Tasks & Checklists: Assign to the best person to perform that task. Every task within a checklist could be assigned to a different person for them to perform their roll within the process.
  • Integrate and API:  Create tasks and assigned automatically based on triggered events in other workspaces through either a zapier integration or a API. Connect directly with systems like salesforce, social media, slack etc 
  • Track Tasks and Checklists:  Track status of checklists, automatically send notifications of new assignments, notify overdue tasks, and mentions.
  • Collaboration: Add comments and mentions with a process or task between colleagues. Giving greater accountability and traceability of tasks.
  • Analysis: Reporting and data analysis to allow for continuous improvement of your checklists and processes.
  • One Off Tasks: Allow for one off tasks not part of a checklist. Like a to do list item as not everything in the work day that needs doing is within a checklist.

Checklist Software - Checkify

Here at Checkify we love checklists and that why Checkify was born from the love of organising our business using the power of checklists and we want to share that with you.

Understand the power a checklist can offer your business. Helping stop mistakes and reduce human error but also consistency of results.

Checkify checklist software allows you to manage business process and workflow. Creating a to do list of tasks for every step of a checklist that need to be completed.

Manage workflow and track tasks to know who’s doing what, and where they are in the process. Our automation bots give checklists superpowers to make tasks happen without anyone touching a single button

Checklists are habit forming so start getting more stuff done with a checklist today.

Still have questions? We’ve got answers.

A checklist is a series of steps that have been developed for repetitive task management and recurring process.

Simple way to explain the difference between a to-do list and a checklist.

To-do list ‘what to do’ and a checklist ‘how to do’ it.


How many types of checklist are there? Two. What are the two types of checklists? Read-Do and Do-Confirm checklists are about how you use checklists.

Read More: Types of checklist: What are the two most powerful Checklists Types?

Whatever your profession, there are going to be tasks you have to perform, and no matter how much experience or training you have, there is a likelihood you might overlook important tasks or steps. A checklist can help you reduce the chance of this happening.

Read More: Why are checklists useful in the workplace?

Checklists have been proven over and over again to organise and manage tasks, reduce errors, maintain consistency, increase efficiency, productivity, and ensure all steps in a task is completed.

Read More: Why is a Checklist Important?