Why Teams Move Recurring Checklists From Spreadsheets to CheckFlow
Excel and Google Sheets both have checkboxes now (Insert, then Checkbox), and in Excel a ticked box counts as TRUE in a formula, so a progress percentage is one COUNTIF away. For a personal list, that is all you need. A checklist a team runs again and again needs more: a fresh copy each time, the right person on each step, steps that can’t be skipped and a record nobody can reset.
CheckFlow is built for the team version, at $10 per user per month. Here is where it differs.
1
A New Run on Schedule, Without a Script
Neither Excel nor Google Sheets copies a checklist on a schedule by itself: you would build it with a Power Automate flow or an Apps Script trigger. A CheckFlow schedule starts a fresh checklist daily, weekly, monthly or on a custom cadence, with every task assigned.
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2
An Owner and a Due Date on Every Step
In a spreadsheet the owner is a name in a column. In CheckFlow each task is assigned to people or groups, with a due date set by rules, and they are notified when it is theirs and alerted when it is overdue.
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3
Steps in Order, and Approvals
Mark a task as halted and nothing after it can be completed until it, and every task before it, is done. Approval steps can be completed only by the approver, and required fields stop a step being ticked without the evidence.
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4
A Record That Can’t Be Reset
Excel’s Show Changes covers the past 365 days and is cleared when the file is uploaded, copied or replaced; restoring an earlier version in Google Sheets clears its cell edit history. CheckFlow saves every task and field with who changed it and when, and keeps completed checklists for good.
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5
Conditional Logic
If… Then… rules show or hide tasks and fields from the answers given, so the contractor’s offboarding skips the laptop return. A spreadsheet shows every row to everyone, whether it applies or not.
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6
Answers From Every Run in One Grid
When each run is a copy of a file, last quarter’s answers are spread across last quarter’s files. The Reports Grid shows every checklist from a template with its progress and answers, with filters and saved views.
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7
Bring Your Spreadsheet With You
Generate with AI reads Word, Excel, PDF and CSV files, or a photo of a paper checklist, and turns it into a template you can edit. Lists such as clients or sites import into a Data Set from CSV.
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