Checkli

Everyday work

See every run

On Business, watch open and finished runs, get an email when one finishes or stays open, and keep a record of who checked each step.

On Business, Building lists every run, including ones you did not start.

Open Building

  1. Open Processes.
  2. Click Building.

Still open and Finished show who has each run. This week shows who checked a step.

The Building page. Cafeteria check is still open for Substitute. Classroom closing and Field trip readiness are finished, and This week shows who checked a step on each run.
Still open, Finished, and who checked a step this week.

Read the record

  1. Click Record. The same link is on the run’s checklist, next to Start process.

A checked step shows the name and time. An open step says Open. A guest who did not enter a name is listed as Guest. “Lock the door” can be checked while “Turn off lights” is still open.

The record for Field trip readiness, marked complete by Substitute, with Confirm chaperones checked by Guest and Pack the first-aid kit still open.
Confirm chaperones was checked by Guest. Pack the first-aid kit is still open.

When the email goes out

Checkli emails the team admin on a Business plan. With no team, it emails the owner. It looks about once an hour.

  • Someone else clicks Complete. Subject: “Finished:” and the checklist name. The message links to the record.
  • You complete your own run. No email.
  • A run is still open eight hours after it started. Subject: “Still open:” and the checklist name. Sent once.

A reminder is a separate email. See Reminders.

Example

A principal opens Building. “Classroom closing” for the substitute is still open, and Guest has checked “Lock the door”. Eight hours after the run started, Checkli emails the principal. When the substitute clicks Complete, a second email says it is finished.