What is a recurring checklist?
Also called: repeating checklist, scheduled checklist
Last updated
A recurring checklist is a checklist that is started again on a regular schedule, such as daily, weekly, monthly or each quarter. Opening and closing checks, equipment inspections, month-end close and compliance reviews are common examples. Each occurrence is a fresh copy, so every one has its own record of who did what and when.
In more detail
Most routine work in a business repeats: opening and closing checks, weekly backups, monthly reconciliations, quarterly access reviews, yearly policy reviews. The risk with recurring work is that it depends on someone remembering to start it, and that a missed occurrence goes unnoticed.
Ticking the same paper checklist again, or clearing the boxes in a spreadsheet, loses the record of last time. A recurring checklist avoids that: each occurrence is a new copy started from the same template, so every run can be checked later.
Example
A finance team’s month-end close checklist starts at the end of each month, with each task assigned to the same people and due on the right day. In March, anyone can open January’s checklist and see who reconciled the bank accounts and when.
Recurring checklists in CheckFlow
In CheckFlow a schedule starts checklists from a template daily, weekly, monthly, yearly or on fixed points such as the last weekday of the quarter, in its own time zone. Each run arrives assigned, with due dates and reminders.
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