What is an office checklist

An office checklist is a tool designed to ensure that no task in the office planning process is overlooked or left incomplete. It acts as a reminder of what needs to be done and provides structure for recurring tasks that must follow specific procedures and processes.

For example, completing an office audit for ISO certification involves multiple tasks assigned across different departments such as HR, IT, and Office Management. By creating an office checklist, these recurring processes can be organized and tracked to ensure that every step is completed on time and by the right people.

Checklists also provide visibility into each stage of an administrative or business cycle, helping the organization monitor progress and avoid errors. By capturing all necessary steps in one place, they enable accountability, ensuring that each assignee takes responsibility for their part of the process. 

To see your office checklists, go to the Offices module and click the Checklists tab in an office page. You also can create a new run directly from this page.

You can search for a checklist run in 2 different ways: 

• Manually – Select the relevant checklist run from the list.
• By using filters – Use filters to help narrow down your search.

By clicking on the left side of the title, you will be taken to the Details tab of that checklist where you can then edit details of the checklist or add a new run. By clicking on the right side of the title, you will be taken to the Run Tasks tab where you can add results, assign, or share individual tasks of the checklist.

Note! Checklists created in any of the modules can be later found in the Checklists module