Checklists
Run consistent work every time.
Build step-by-step workflows with instructions, photos, forms, approvals, and activity tracking — all in one place.
What You Can Do with Checklists
Create structured workflows with clear steps, instructions, and required actions.
Attach photos directly inside the checklist to document completion, issues, or site conditions.
Collect data with text fields, checkboxes, numeric fields, dropdowns, and more.
Add approval steps to validate work before it is considered complete.
Save reusable checklist templates for recurring tasks, routines, and procedures.
Complete checklists on mobile devices with a clean, tap-friendly interface.
Start any checklist instantly by scanning a QR code placed on equipment, assets, or locations.
View history of who completed each step, when it was done, and any data collected.
Generate a clear record of executed checklists, including step-by-step documentation.
Checklists Dashboard
View your active checklists, pending tasks, due today items, and 30-day completion rates at a glance.
Checklist Execution
Execute checklists step-by-step with task checkboxes, assignments, and contextual information (like room details) visible throughout the workflow.
Playbook Templates
Build reusable playbook templates with multiple step types (Tasks, Forms, How-to guides, Approvals) and generate mobile links or QR codes for instant access.
Automation Builder
Create automations that trigger actions when checklist lifecycle events occur, with customizable conditions and actions to execute.
QR Code Access
Generate QR codes for any playbook to enable instant checklist creation on mobile devices—scan to start, no login required.
Who Uses Checklists
Why Checklists Matter
Ensures work is performed the same way every time
Provides structured documentation during execution
Standardizes processes across teams and locations
Improves reliability and repeatability of operational routines
Reduces errors by guiding workers step-by-step
Creates digital records of all completed work
Checklists is part of the unified ScaleWyz Platform — where tools work together naturally with a shared interface, shared data model, and consistent workflow design. Everything connects without integrations or setup.