Content Block: Checklist

This section covers:

What is a Checklist?

A checklist is a tool designed to help businesses ensure consistency and efficiency by providing a structured list of tasks or steps to be completed. It acts as a guide to standardize operations, maintain quality, and ensure that no critical tasks are missed. See the following video below:

Questions types available for a checklist

In TreeAMS checklists, question types refer to the formats used for capturing responses to tasks or requirements. These types allow flexibility and ensure that the checklist fits different operational needs. Here's an overview of the main question types:

Video guideline on how to create a checklist

How to Create a Checklist Content

Go to Admin Site (Desk). Learn how you can switch to Admin Site (Desk) here!
Select Content
Click Content Library

Click + Add Content Library

For the content type, select Checklist. Refer to Content Types: Blocks vs Collections to learn more about different content types available on TreeAMS
Enter the name of your Checklist by putting it in the Content Name

Click Save before you start adding your checklist questions

Tick any Assessment Details checkboxes you need
- Requires Review 👉 means a reviewer must approve the checklist before submission, especially if it includes open-ended answers.
- Allow Corrective Actions 👉 lets assignees assign tasks to resolve issues found during the checklist.
- Answers Required 👉 means assignees must answer all questions before they can submit the checklist.

To start adding the checklist questions, click Add Row

Choose the Question Type
Type your question
Add the Question Category
Note: Question Category is a classification used to group related questions within a checklist, audit, and quiz. It helps organize the structure of tasks, making it easier for users to focus on specific areas or themes during their workflow.
To add more questions, you can repeat steps 9 to 12. Otherwise, click Save and your checklist is ready!

How to Delete a Checklist Content

From Content Library, select all checklists you want to delete
Click Actions
Click Delete

What is the difference between a Checklist and an Audit

In TreeAMS, checklists and audits are essential tools designed for different purposes, and understanding their distinctions can help you decide which one to use.

💡Quick success tips: If you're unsure, start with a checklist for operational tasks and expand into audits for periodic evaluations. Both tools can complement each other in achieving operational excellence.