Checklists

Run consistent work every time.

Build step-by-step workflows with instructions, photos, forms, approvals, and activity tracking — all in one place.

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What You Can Do with Checklists

Step-by-Step Workflows

Create structured workflows with clear steps, instructions, and required actions.

Photo Capture

Attach photos directly inside the checklist to document completion, issues, or site conditions.

Forms & Data Fields

Collect data with text fields, checkboxes, numeric fields, dropdowns, and more.

Approvals

Add approval steps to validate work before it is considered complete.

Templates

Save reusable checklist templates for recurring tasks, routines, and procedures.

Mobile Execution

Complete checklists on mobile devices with a clean, tap-friendly interface.

QR Code Launch

Start any checklist instantly by scanning a QR code placed on equipment, assets, or locations.

Activity Tracking

View history of who completed each step, when it was done, and any data collected.

Completion Reporting

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

Daily site checks

Safety inspections

Onboarding procedures

Quality assurance checks

Customer service routines

Equipment startup/shutdown procedures

Cleaning and sanitization routines

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

Part of the ScaleWyz Platform

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.

Checklist Features at a Glance

Build structured workflows

Execute checklists on mobile

Capture photos and data

Apply approvals

Use templates for recurring tasks

Track completion history

Start Using Checklists Today

Get started in minutes. No setup required.

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