Use a procedural checklist workflow to make routine tasks effective, organized, and consistent.

Use this template to create an interactive procedural checklist workflow in minutes. Automate the process. Simply outline who needs to do what.

Procedural checklists provide easy-to-follow step-by-step instructions to complete a task. Procedural checklists make sure every step gets done right and gets done in the right order. Doctors, engineers, pilots, and many other professions have used procedural checklists for decades to make sure critical tasks get done right. However, any organization can benefit from them.

How to create the ultimate procedural checklist workflow

Research shows that implementing a checklist significantly increases the quality of work, reduces otherwise costly errors, and assures important compliance steps are met. The checklist serves to document the process and to help track each step of the process. Therefore, when a task is complete, it can be checked off. There are numerous benefits to a procedural checklist workflow. Progress and next steps are clear. No task gets skipped. People or teams who use checklists are more able to focus and tend to get work done faster with better outcomes.

An effective procedural checklist documents every detail. When you create your procedural checklists, make each step easy to follow. Use instructional text, images, video, forms, links, and other content to streamline the process.

How to get started with the procedural checklist workflow template:

  • Document and Share the Process
    Get started with the procedural checklist template. Customize the outlined processto your needs. Add roles, assignments, relative due dates, timelines, tasks, forms, videos, images, and details as needed. Generate print and PDF copies of your documented process or share it with other managers.
  • Automate Workflow Processes and Checklists
    Usually aspects of your operation involve a great deal of complex components to be done properly. For your employees, it’s crucial to have a reliable procedure to follow. Otherwise, details can be missed, producing inconsistent results. When you use a procedural checklist workflow, recurring tasks produce consistent outcomes. Trackable checklists and tasks help your team members complete any job with clarity and ease.
  • Integrate with Other Systems
    Eliminate the effort, slow speed, and error prone nature of moving information manually between systems. TeamworkIQ’s integration points let you exchange events and data with the most popular CRM systems and 1000’s of other software packages, apps, and online applications.
  • Achieve Operational Excellence
    Automated workflows save yourself, your teams, and the business time and resources while enabling you to run ultra-efficiently. Track and view progress on dashboards. Monitor the details. Get reports when you want them and notifications if issues arise. Archive everything for compliance and record keeping.
  • Avoid Costly Mistakes
    When there isn’t a consistent procedure, employees are likely to get lost during the process. Such errors result in unreliable quality, which can easily turn away important customers. Avoid the inconsistency with a dependable procedural checklist workflow.

Use TeamworkIQ’s procedural checklist workflow to produce high-quality results with consistency.

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