Free Checklist and Process Templates

The CheckFlow template library holds 450+ ready-made checklists and process templates in 32 categories. They cover the recurring work that keeps a business running: bringing a new starter on board and closing their accounts when they leave, approving an IT change, preparing for an ISO 27001 or HIPAA audit, closing the month, screening a tenant, planning a sprint.

It is written for the people who own those processes: IT, HR, operations, compliance and finance leads in teams of roughly 10 to 500. At that size a process tends to live in one person’s head or a shared spreadsheet, and it runs a little differently every time. A template gives you a written-down starting structure to adapt, so you are editing steps rather than inventing them.

Every template is free to preview, with no sign-up. When one fits, copy it into CheckFlow and it runs as a live checklist, with each task assigned to someone, due dates tracked and a record of who completed what. If you are new to writing processes down, start with our guides to creating checklists that get used and how to write an SOP.

Popular Templates

Six common starting points for IT, HR, compliance and project teams.

Employee OnboardingLive demo

Employee Onboarding Checklist

6 phases · 60 tasks
Employee OnboardingLive demo

Employee Offboarding Checklist

8 phases · 80 tasks
Information TechnologyLive demo

IT Change Management Process Checklist

6 phases · 36 tasks
Information TechnologyLive demo

IT Incident Management Process Checklist

6 phases · 30 tasks
ComplianceLive demo

ISO 27001 Compliance Checklist

6 phases · 68 tasks
Project ManagementLive demo

Sprint Planning Checklist

5 phases · 23 tasks

Browse All 32 Template Categories

Each category page lists its templates with a short introduction to the process. They are grouped here by the team that usually owns the work, with sector-specific sets for healthcare, financial services, managed service providers, property, education and nonprofits at the end.

People & HR

  • Employee Onboarding

    Employee and contractor onboarding, offboarding, expectation setting, development plans and role definitions.

    19 templates

  • Human Resources

    Hiring approvals, right to work and I-9 checks, payroll setup, performance and conduct, grievances and investigations, leave and benefits, pay reviews, relocation, redundancy, succession and HR planning.

    28 templates

  • Remote Work & Hybrid Teams

    Home office setup and security, equipment requests, remote onboarding and offboarding, remote reviews, team engagement and virtual meetings.

    8 templates

IT, Security & Compliance

  • Information Technology

    Help desk and requests, on-call, incidents, change and problems, servers, patching, cloud, database and network migrations, new offices, devices, IT budgets, AI rollout, backups and DR tests.

    41 templates

  • Cybersecurity

    Access and privileged access reviews, MFA rollout, Microsoft 365 and cloud reviews, log review, incident, ransomware, phishing and breach response, and key rotation.

    21 templates

  • Compliance

    SOC 2, ISO 27001, PCI DSS, GDPR and DSARs, SOX and ITGC, NIST CSF, NIS2, the EU AI Act and ISO 42001, WCAG accessibility, OSHA recordkeeping and ESG reporting, among others.

    38 templates

  • Audit

    External audit preparation, CPA, payroll, IT security, disaster recovery, HR, safety, operational and franchise audits, plus SOC report reviews.

    10 templates

Operations, Quality & Supply Chain

  • Operations & Facilities Management

    Preventive and HVAC maintenance, fire risk assessments and drills, fleet vehicle checks, restaurant and store opening routines, inspections and office moves.

    22 templates

  • Procurement & Supply Chain

    Supplier sourcing and tenders, import and customs compliance, purchase orders, supplier onboarding and evaluation, shipments and audits.

    10 templates

  • Manufacturing & Production

    Lockout/tagout, safety inspections, quality control, production scheduling, change orders, equipment maintenance and inventory.

    9 templates

  • Quality Assurance

    Defect reporting, 8D root cause analysis, CAPA, inspection, testing, calibration, 5S audits, HACCP and QA audits.

    17 templates

Finance, Legal & Investors

  • Finance & Accounting

    Month, quarter and year-end close, reconciliations, payables and receivables, billing, budgets and forecasts, payroll, VAT and 1099s.

    32 templates

  • Legal & Contract Management

    Legal case intake and matter closing, contract review and renewals, NDA processing, IP registration and legal compliance audits.

    7 templates

  • Due Diligence

    Venture capital, private equity, M&A and financial due diligence, commercial property, investor data rooms, partners, insurance and customers.

    10 templates

  • Investor Relations

    Investor reporting and queries, strategic IR, board meeting preparation, VC fund formation, business acquisitions and partnership due diligence.

    7 templates

Sales, Marketing & Customers

  • Customer Management

    Sales-to-CS handoff, onboarding for SaaS firms, agencies, financial planners and real estate, enterprise implementation, success strategy and offboarding.

    10 templates

  • Sales

    Sales rep onboarding, RFP responses, sales pitches, follow-up cadences, call tracking, pipeline stages, call centre QA and daily supervisor routines.

    9 templates

  • Marketing

    Website launch and migration, SEO audits, WordPress maintenance, email and landing page QA, blog publishing, content and keyword strategy, ads and social.

    13 templates

  • Creative & Design

    Creative briefs, design review and approval, client feedback, content production, campaign launches, brand assets and podcast production.

    7 templates

  • Event Planning

    Event planning and budgets, venue booking, speaker coordination, webinar setup, trade show exhibiting and post-event follow-up.

    7 templates

Projects, Product & R&D

  • Project Management

    Project kickoff and closeout, scope change requests, annual strategic planning, sprints, documentation, IT and capital projects and business cases.

    10 templates

  • Product Development & Launch

    Product ideation, MVP development, code review, feature releases, production deployments, product launches, bug tracking and user feedback.

    9 templates

  • Research & Development

    Researcher onboarding, clinical trial site initiation, research proposals, literature reviews, experiment tracking, data collection, ethics compliance and patent applications.

    8 templates

Sector-Specific

  • Healthcare & Medical

    Joint Commission and CQC readiness, nurse onboarding, patient intake and discharge, scheduling, credentialing, incident reporting, HIPAA audits and risk assessments, and sterilisation.

    13 templates

  • Financial Services

    AML, KYC and sanctions, complaints, Consumer Duty, SM&CR, RIA compliance reviews, DORA, GLBA and lending for banks, advisers and fintechs.

    14 templates

  • Managed Services (MSP)

    Sales handoff, client and co-managed onboarding, Microsoft 365 tenants, RMM, EDR and BDR rollouts, Patch Tuesday, NOC shifts, health checks, QBRs, billing and renewals.

    27 templates

  • Professional Services

    New business pitches, client onboarding for consultancies and accounting firms, retainers, monthly reporting, engagement delivery, tax season intake and client offboarding.

    8 templates

  • Property Management

    Tenant screening and onboarding, move-in and move-out inspections, lease renewals, annual inspections, short-let turnovers, sales and evictions.

    12 templates

  • Construction

    Pre-construction meetings, subcontractor prequalification, daily site reports, site safety inspections, punch lists and project closeout.

    6 templates

  • Hospitality

    New restaurant openings, bar opening and closing, hotel room turns, kitchen cleaning schedules, allergen management and food hygiene inspections.

    6 templates

  • Education & Training

    Course development, curriculum reviews, accreditation, student enrolment, teacher onboarding and training rollouts.

    7 templates

  • Nonprofit & Charity

    Grant applications, donor management, fundraising events, board meetings, annual reports and volunteer onboarding.

    6 templates

How the Templates Work

A template is the plan and a checklist is one run of it. You set the process up once, and every run follows the same steps.

  1. Preview and copy

    Open any template on this site to see what it covers. When it fits, create a free account and copy it into your CheckFlow workspace. Nothing changes in your account until you do.

  2. Make it yours

    Edit the steps in the Template Designer. Assign each task to a named person or a role, set dynamic due dates that count from the day the checklist starts, and add conditional logic so a step only appears when it applies.

  3. Run it once or on a schedule

    Start a checklist whenever the process is triggered, such as a new hire accepting an offer, or set it to run on a daily, weekly, monthly or custom recurring schedule so nobody has to remember to start it.

  4. Track every run

    Assignees get reminders before and after their deadlines. The live dashboard shows where every active checklist is up to, and each completed run keeps a timestamped record of who did what.

If you are weighing up tools rather than templates, see how CheckFlow works as checklist software for repeatable processes and as SOP software for documenting procedures your team then runs. If nothing in the library matches your process, build your own from a blank template in the Template Designer.

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