Checklist

Definition

A Checklist in Unifize is a structured list of tasks within a record, designed to ensure consistency, accountability, and compliance in a process. It helps teams track actions, approvals, and dependencies while maintaining full traceability of tasks.

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

Key Features

• Organized Task Management – Divides tasks into structured sections and subsections.

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

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

• Audit-Ready History – Maintains logs of changes and approvals for compliance.

• Real-time Collaboration – Changes to the checklist by record participants are reflected in real-time eliminating the need for manual refreshes.

What constitutes a Checklist?

1. Sections & Subsections

   1. Sections – Group related checklist items for better organization and clarity.

   2. Subsections – Collapsible sub-groups within a section to further categorize tasks.

2. Checklist Fields

   1. Basic Fields

      1. Text – Free-form text fields for entering information.

      2. Number – Numeric fields for tracking quantities or measurements.

      3. Date – Manual entry or date picker for deadline tracking.

      4. Picklist – Drop-down selection for structured inputs.

   2. File & Document Management

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

      2. PDF – Generate printable reports from the checklist.

      3. Revision – Logs changes and maintains a history of updates.

   3. User & Collaboration Fields

      1. User – Assign responsibility to specific team members.

      2. Approval – Digital signature-based approvals for compliance.

   4. Process & Relationship Fields

      1. Linked Field – Connects to other records for cross-referencing.

      2. Parent Conversation – Links another process as a parent conversation.

      3. Child Conversation – Links another process as a child conversation for contextual tracking.

Checklists in Unifize bring structure, clarity, and automation to process execution, ensuring that tasks are organized, assigned, and completed efficiently. With customizable sections, subsections, and a variety of structured fields, checklists help teams maintain compliance, visibility, and accountability in any workflow.