The Rich Text field in Unifize allows teams to capture structured, formatted information directly within checklists. Whether it’s SOP steps, deviation explanations, or validation notes, rich text helps improve clarity, readability, and precision.

This article covers how to configure the field using the Process Builder and how users interact with it when filling in a record.

Adding a Rich Text Field to a Checklist

Only users with process editing permissions can add a Rich Text field to a process.

To add one:

1. Go to Manage and open the process via the ✏️ pencil icon

2. In the Process Builder, navigate to the relevant checklist section

3. Click + Add Field

4. Select Field Type: Rich Text

5. Name the field (e.g., “Procedure Details”, “Deviation Explanation”)

6. Save the process and exit

Here's a step-by-step walkthrough:

The field will now be available on all new and existing records for that process.

When users open a record with a Rich Text field, they’ll see a formatting toolbar above the input area.

• Bold, Italic, and Underline

• Ordered and unordered lists

• Headings and subheadings

This allows users to:

• Emphasize important details

• Break long notes into readable sections

• Link to external documents or resources

• Maintain formatting for multi-step procedures or validations

Here's a step-by-step walkthrough:

Changes are saved in real time, and formatting is preserved in exports and audit trails.

Rich Text fields are ideal for:

• Capturing SOP instructions within a record

• Logging root causes or justifications in quality events

• Writing structured technical descriptions

Rich Text fields improve how teams write and read information within Unifize. By enabling formatting inside checklists, teams can ensure better communication, fewer errors, and more usable records, especially in complex or regulated environments.

Managing deadlines and urgency is essential for staying on top of your records in Unifize. Every record can be assigned a Due Date and a Priority Level—making it easier to focus on what matters most. These settings are reflected visually within records and the record list, helping you and your team identify overdue or critical items at a glance.

This article covers how due dates and priorities work, where they appear, and how they impact visibility in your workspace.

How to Use

Setting a Due Date

1. Open a record.

2. In the record header, click the calendar icon beside the due date.

3. Select a date from the calendar view. The field saves automatically.

Note: If the due date passes, the calendar icon will turn red, indicating that the record is overdue.

1. Click the flag icon next to the “Priority” label in the record header.

2. Choose from the following options:

Based on the priority set, the icon updates visually to match your selection (as shown above).

• Due Date: Visible to all participants.

• Priority: Shows the selected flag icon.

• Records with Critical or High priority appear higher in the list.

• If a record is overdue, it shows:

  • A red clock icon and "Pending" status in a red block.

• Set due dates for any record that requires time-sensitive action (e.g., CAPAs, reviews, approvals).

• Use priority flags to help your team focus on what’s most urgent.

• Review your My Inbox or Manage View by sorting/filtering based on:

Due Dates and Priorities in Unifize are lightweight yet powerful ways to organize your workflow. From visual flags to overdue warnings, the system ensures you're always aware of what needs immediate attention—without clutter or confusion.

For more related workflows, explore:

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In Unifize, checklists and forms are essential tools for capturing and structuring data as part of your business processes. While both live inside a record and help standardize how work is done, they serve slightly different purposes and are optimized for different use cases.

This article explains what each is, how they differ, and when to use one over the other.

What is a Checklist?

A Checklist in Unifize is a structured, step-by-step list of actions or data fields that guide users through completing a process. It typically includes:

• Fields like text, rich text, date, picklist, user, approval, file upload, etc.

• Sections and subsections to group related tasks

• Dependencies and conditions to control flow

• Approvals and assignments to track accountability

Checklists are ideal for workflows that involve reviews, validations, or a series of steps that need to be completed in sequence or parallel.

A Form in Unifize is a special checklist field designed to handle tabular data or repeating sets of fields. It's best suited for capturing multiple entries that follow the same structure, such as:

• A list of materials or ingredients

• Multiple defects or observations in a single report

• Line items in a bill of materials

• Audit questions or responses

Forms allow you to define a sub-structure inside a checklist item and fill it out as a table with multiple rows.

Use a Form when you need to:

• Capture multiple instances of the same data structure

• Minimize checklist clutter from repeating fields

• Support auditing, inspections, or data collection at scale

Use a Checklist when you need to:

• Guide a user through a process

• Involve multiple roles in approvals or data entry

• Control visibility and logic through conditions or dependencies

• Use sections to keep checklists organized and easier to navigate

• Use forms for any repeating line-item style data

• Combine both in the same record when your process requires a mix of structured workflow and batch data capture

Checklists and forms are powerful tools that help structure your workflows and capture high-quality, traceable data in Unifize. While they serve different purposes, they’re designed to work together seamlessly to support even the most complex processes by combining structured fields, formatted rich-text entries, and real-time collaboration.

Need help configuring your checklist or form layout? Reach out to your Unifize Admin or Customer Success Manager.

Records are where real work happens in Unifize. This section covers how to manage and interact with active records—helping you drive action, set priorities, and keep tasks on track.

Explore

From setting deadlines to flagging what needs attention, this section helps you get the most out of every record you touch.

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.

Explore

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.