Frequently Asked Questions

Please Contact Us If Your Question Is Not Answered Below

What is CheckFlow?

CheckFlow is a cloud based software solution that allows you to create and manage your team's process documents using powerful checklists.

Create process templates, run instances of your process templates as checklists and monitor the progress in real-time using our live dashboard.

You can see a full list of our features here.

What is the difference between templates and checklists?

The most important concept to understand in CheckFlow is the relationship between templates and checklists.

Templates are the blueprint for your checklists. You create a template to define the tasks, content and behaviour.

You can then create and run multiple checklists based on a single template.

What is a Template?

At the heart of CheckFlow‘s functionality is the ability to create templates and run checklists off those templates.

We describe a template as a set of instructions, or as the master blueprint of a process, which outlines exactly how a specific process should be completed.

Your template can contain text, images, files and more, along with input controls that can be used to capture dynamic information in a checklist such as a drop down, date picker or text box.

You can also control how any checklists derived from your template behave using our workflow and automation features. For example, automatically assign tasks, set due dates, enforce the order in which tasks can be completed, and more.

Once you’ve built a template, you can run checklists off that template to assign tasks, set due dates and automate parts of the process each time it needs to be done.

What is a Checklist?

CheckFlow is built around the use of templates and checklists, which allow you to document and work through your processes, respectively.

We describe a template as a set of instructions, or as the master blueprint of a process, which outlines exactly how a specific process should be completed.

A checklist, on the other hand, is an individual instance of that template. For example, if you have an Invoice Creation Template, you would run a new checklist every time you invoice a client for a service you provided. That checklist is unique to that invoice.

A checklist contains all of the details contained in your template. It will also follow any workflow rules you have defined, such as due dates, conditional logic and enforced order.

All of the information you fill out, check off, upload or attach, is contained within the checklist.

How do I create a Template?

You can create a template in a couple of ways…

If you're on the dashboard you can click the 'Create New Template' button. If you're not on the dashboard, click on the 'Quick Create' button (green button with + icon) from the left toolbar, and then click the 'New Blank Template' option.

You will be redirected to the template designer showing your new template.

From the template designer you can create your tasks and task content. You can also use our workflow and automation features to control the behaviour of any checklists derived from your template.

How do I create Checklists?

To run a checklist, first, you must create a template from which it inherits its base content.

After you have your template set up you can create a checklist based on your template in a couple of ways…

If you're on the dashboard you can click the 'Create & Run New Checklist' button. If you're not on the dashboard, click on the 'Quick Create' button (green button with + icon) from the left toolbar, and then click the 'New Checklist' option.

Both methods will open a popup. Select the template you are basing the checklist off and then give your checklist a name. Click the 'Create & Run New Checklist' button. Your checklist will be created and you will be immediately redirected to it.

Is this feature available?

Since we are used by a large number of users, individuals will always want to know if we have certain features that can make their experience better. An overwhelming amount of these inquiries is related to features that are coming out in the near future.

If you have an idea for a feature, please contact us and we will do our best to incorporate your feedback into building a better product.

Can I see a feature Roadmap?

As we are a software company developing features at a very fast rate, our roadmap is subject to change at any time.

We send out email announcements for major features and also post them on our release blog here: https://checkflow.io/blog/

What is a CheckFlow member?

A member is a paid user of CheckFlow. Depending on your use case, your whole team may be members, or you can share checklists with guest users.

Guest users are free and unlimited.

What forms of payment do you accept?

You can pay for CheckFlow using any of the following:

Mastercard, Visa, Maestro, American Express, Discover, Diners Club, JCB, PayPal

We need to change the number of members in our team. How will that work?

You’ll be able to add or remove team members at any time. When you update your subscription, the change will take effect immediately, and if applicable a prorated charge will be applied to your account.

If you remove team members you will not be refunded for the current billing period. The change will take effect from the next billing period.

What is your refund policy?

Bad refund policies are frustrating. You feel like the company is just trying to rip you off. We never want our customers to feel that way, so our refund policy is simple: If you’re ever unhappy with CheckFlow, for any reason, just contact our support team and we’ll take care of you.

Read more about our industry leading fair refund policy here.

How do you process payments?

We use Paddle to process your payments. Paddle are one of the world's most popular and secure payment processors, so you can be confident that your data is safe with them.

We do not store or have access to any sensitive payment details such as credit card numbers. Your payment details are stored with Paddle. We only know as much as we need to know about your payments, i.e. whether the payment has been made or not.

How secure is CheckFlow?

Protecting the data you trust to CheckFlow is our first priority. CheckFlow uses physical, procedural, and technical safeguards to preserve the integrity and security of your information. We regularly back up your data to prevent data loss and aid in recovery. Additionally, we host data in secure SSAE 16 / SOC2 certified data centers, implement firewalls and access restrictions on our servers to better protect your information, and work with third party security researchers to ensure our practices are secure.

You can read more about this in our Security Statement

When will my credit card be charged?

You will not be charged until you purchase a subscription and your subscription period starts.

If you have purchased a subscription and you still have time remaining on your free trial, you will not be charged until after your free trial period ends.

Can you extend my free trial?

Sure. We understand that 14 days can sometimes not be enough for an organization to fully evaluate CheckFlow.

Please contact us if you or your team need additional time to test CheckFlow.

Does CheckFlow offer a non-profit or educational discount?

Non-profit and educational organizations receive 50% off any subscription to CheckFlow. Contact us for more information.

Can we cancel at any time?

There's no minimum contract for CheckFlow — cancel at any time without penalty or hassle.

Read more about our industry leading fair refund policy here.