Data & process management

Control your workflows with clarity and precision.

This section helps you manage the core mechanics of how data flows through Unifize—from building flexible checklists to updating records with context. Whether you’re collecting inputs, assigning tasks, or tracking changes, these tools keep everything traceable and structured.

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Checklists & Forms

Design and manage structured data entry forms that drive your processes.

Rich Text in Checklist

Use rich formatting inside checklist fields for clearer context and better communication.

Working with Records

Learn how to view, update, and collaborate on live records throughout their lifecycle.

These features form the backbone of how work is captured, tracked, and advanced in Unifize. Use them to build reliable workflows that are easy to manage and audit-ready.