Checklist

Introduction

Checklists in Unifize are structured tools embedded within records to help teams capture information, complete tasks, and ensure consistent execution of processes. Each checklist is composed of fields that gather various types of data such as text, dates, approvals, files, and more—all updated in real time and visible to all record participants.

What end users can do with Checklists

As an end user, your primary interactions with checklists involve:

• Viewing checklist fields: Understand the required steps and data inputs for a process.

• Filling in checklist fields: Enter or update information such as text entries, numbers, dates, or selected items via “My Inboc” section.

• Uploading files or documents: Attach supporting files to checklist items using File Upload or PDF fields.

• Collaborating in real time: View updates made by others instantly without needing to refresh the page.

• Tracking status: See progress through approvals, status fields, or visual indicators set by admins.

• Using rich text formatting: Add formatted information such as SOPs or root causes directly within Rich Text fields.

How checklist helps you

• Clarity & accountability: Each field is clearly labeled, often assigned to specific users, so you know exactly what’s expected of you.

• Real-time visibility: Everyone on the record sees the latest updates as they happen.

• Compliance & traceability: Each action and update is logged automatically, supporting audits and process transparency.

• Process guidance: Checklists guide you step-by-step through structured workflows, reducing guesswork and errors.

Technical workflow

1. Access a record

   Open a record from My Inbox or search for it directly.

2. Checklist is preloaded

   The checklist appears by default in the right-hand pane of the record.

3. Complete assigned fields

   Fields may include text boxes, picklists, dates, file uploads, user assignments, and more.

4. Real-time updates

   As you fill in fields, updates are instantly reflected to all participants.

5. Conditional visibility

   Some checklist items may appear only when certain conditions are met (configured by Admins).

6. Collaborate via conversation

   Reference checklist items in conversations by tagging users or discussing entries.

7. Use layout controls

   You can adjust the view (Single, Double, Full Width, etc.) for easier navigation based on checklist length.

Roles and permissions

Role	What you can do
Record participant	View and fill checklist fields, attach files, update status (if assigned)
Viewer	View checklist fields but cannot make edits
Owner	Same as participant, plus can change assignees and due dates

Note: You cannot edit the structure or layout of the checklist unless you have admin permissions. Only Admins can add, delete, or configure checklist fields and layout.

🖋️Edit this page