Process Management for IT and HR Teams
Build a process once. Run it consistently for every hire, every leaver, every client — with tasks auto-assigned, deadlines enforced, and everything tracked in real time.
Used By Great Companies
The Most Effective Way To
Build, Run and Track Your Processes
Step 1
Build Your Process Template
Design your checklist once using the drag-and-drop template editor. Add tasks, assign owners, set due date rules, and configure conditional logic — no code needed.
Step 2
Run It For Every Hire, Leaver or Client
Start a checklist in seconds. Tasks are automatically assigned to the right person, with the right due date, and instant email notifications — no manual handoff.
Step 3
Track Everything in Real Time
See the live status of every active process from one dashboard. Know what's done, what's overdue, and who's responsible — without asking anyone.
Build Your Process
Using Our Drag & Drop Designer
Create tasks in seconds with a simple drag-and-drop editor.
Add controls to capture exactly the data your team needs — text, dates, file uploads, dropdowns, tables, and more.
Use conditional logic, enforced task order, and auto-assignments to build processes that run themselves.
Learn MoreControl & Automate Your Workflow
To Reduce Your Workload & Streamline Your Processes
Use Conditional Logic
To Create Dynamic Processes
Use conditional logic to create truly dynamic checklists based on if/then logic.
Show and hide tasks and controls based on the value entered in to a specific control, such as a text box or drop down.
Responsive checklists give you more power. For example, if the user selects a product you can display tasks and controls that are related to that specific product only.
You can create multiple conditional logic rules to control exactly how you want your process to behave.
Auto-Assign Tasks
To Collaborate Easily
Tasks can be automatically assigned by defining the assignments in your template. You can assign tasks to users and groups, or even to parameters, which allows you to set the assignees when you create your checklist.
You can also assign tasks directly from within your checklists.
Control access to a task by specifying that only assignees can complete the task.
All assignees are instantly notified via email whenever they are assigned to a task. Your team will always know exactly what they need to work on.
Dynamic Due Dates
Auto Adjust To Your Workflow
Dynamic due dates allow you create rules that determine when a task is due for completion.
You can base your due date on the checklist start date, the completion of other tasks, or even specific date controls within your checklists.
When your checklist is run the dynamic due date rules will react to user input and automatically adjust.
Automatic email notifications are sent when a task becomes overdue.
Add custom notifications to create an exact sequence of email notifications before and after a task is due.
Enforced Order
Using Halt Tasks
Enforce the order in which tasks can be completed using halt tasks.
All tasks that follow a halted task will be disabled until the halted task and all preceding tasks have been completed.
When used in combination with exclusive assignments you can easily build approval steps in to your processes.
Custom Notifications
To Keep You In The Loop
Create rules to send email notifications when specific events occur in your checklists.
Events include:
- Task Is Due In
- Task Is Overdue By
- Task Is Completed
- Task Status Has Changed
- Checklist Is Completed
Email notifications can be sent to users and groups within your team, and also to external email addresses.
Easily create a sequence of event based email notifications.
For example, by using the Task Is Due In and Task Is Overdue By events you can setup a sequence of emails something like the example below:
- 📧 - Task is due in 1 day
- 📧 - Task is due in 4 hours
- 📧 - Task is due now
- 📧 - Task is overdue by 2 hours
Parameterized Checklists
For Run-Time Values
Parameters can be added to your templates and then bound to any number of controls or task assignments.
The values of your parameters are set when the checklist is run. Your parameter bindings are then dynamically updated.
This is a powerful feature that allows you to do things like:
- Automatically assign tasks to users or groups even when the assignees are not always the same.
- Initialise your checklist with key information.
- Dynamically set up your checklist by combining parameters with Conditional Logic.
- Set default values for specific controls.
- Change the available values in your list controls.
The example screenshot shows three parameters being included in the checklist creation prompt.
Checklist Run Links
For One Click Creation
Run links allow you to create and run new checklists with a single click.
Configure your run link to create a Team or Shared checklist.
Shared checklist run links can be run by anyone. This is useful for self-serve processes.
Recurring Checklists
Using Our Powerful Scheduler
Automatically run your checklists to your own custom schedules.
Repeat daily, weekly, monthly, yearly, every other thursday, every 3 months on the 15th. We will be able to cover every scenario you can think of.
Don't worry about manually creating checklists for your recurring processes. We'll do it for you.
Combine scheduling with our other features and your processes can be run and completed without any extra input from you at all. You will love the ways in which we can reduce your workload.
Run Your Processes
As Structured, Trackable Checklists
Every checklist in CheckFlow is structured, collaborative, and tracked in real time. Tasks are assigned to named individuals, completed in the right order, and updated instantly across all users and devices.
Here are some of the ways IT and HR teams use CheckFlow to manage their processes more effectively.
Integrate With Over 2,000 Apps Using Zapier
Our API & Webhooks Provide Even Greater Flexibility
Easily connect with over 2,000 other apps using our Zapier integration. Set up integrations and automations without writing any code.
For even greater flexibility use our open REST API.
You can even subscribe to our real-time JSON webhooks. Instantly receive JSON payloads on any receiving endpoint.
See Every Process at a Glance
From One Real-Time Dashboard
CheckFlow's grid-based dashboard gives you a live view of every active process — across your whole team — in one place. See which tasks are complete, which are overdue, and who's responsible, without sending a single status email.
Filter by template, assignee, or status. Complete tasks directly from the dashboard. Every update is synchronised in real time across all users and devices.
Analytics & Reporting
To Give You Control Of Your Data
Our Analytics dashboard provides you with all the data you need to see where improvements can be made to your processes.
Export data for further analysis in an external application.
View and print your checklists for offline use.
Learn More