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  1. Getting started
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Checklists

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Last updated 12 days ago

A Checklist in Unifize is a structured list of actions or data fields within a record, designed to ensure consistency, accountability, and compliance in a process.

It helps teams track actions, approvals, dependencies, and critical information while maintaining full traceability across workflows.

By using checklists, organizations can streamline execution, reduce errors, and enhance collaboration.

See the detailed definition of →


Key Features

  • Organized Action Management – Divides actions and fields into structured sections and subsections.

  • Customizable Fields – Supports various field types like approvals, file uploads, forms, and linked records.

  • Automation & Status Tracking – Tracks progress on records and triggers system notifications.

  • Audit-Ready History – Maintains a complete log of changes and approvals for compliance.

  • Real-time Collaboration – Changes to the checklist by record participants are reflected in real-time without the need for manual refreshes.


What constitutes a Checklist?

Sections & Subsections

  • Sections – Group related checklist items (actions or fields) for better organization and clarity.

  • Subsections – Collapsible sub-groups within a section to further categorize activities and data points.


Checklist Fields

Basic Fields

  • Text – Free-form text fields for entering information (supporting rich-text formatting like bold, italics, lists, hyperlinks, text color, and highlight color).

  • Number – Numeric fields for tracking quantities or measurements.

  • Date – Manual entry or selection using a date picker.

  • Picklist – Drop-down selection for structured inputs.


File & Document Management

  • File Upload – Attach documents, images, or supporting files.

  • PDF – Generate printable reports from checklist data using a predefined template.

    The PDF output captures the field values present in the checklist, formatted according to the template setup.

  • Revision – Log historical updates and maintain version control across changes.


User & Collaboration Fields

  • User – Assign responsibility to specific team members.

  • Approval – Capture formal approvals using digital signatures.


Process & Relationship Fields

  • Linked Field – Connect to related records within Unifize.

  • Parent Conversation – Link the checklist to a parent conversation.

  • Child Conversation – Link to a child conversation for better traceability.


Additional Fields

  • Form – Insert a pre-configured form within a checklist item to manage repetitive data structures.


Checklists in Unifize bring structure, clarity, and automation to process execution.

By organizing actions, data fields, approvals, and dependencies, checklists ensure that processes are executed systematically, records are complete, and compliance is maintained.

With customizable sections, subsections, and a wide range of structured fields, checklists help teams achieve visibility, accountability, and process excellence across workflows.

Checklist