Plans | ⱱ Forever Free | ⱱ Scale | ⱱ Enterprise |
User roles | ✗ Reader | ⱱ Writer | ⱱ Admin |
Checklists are here to simplify your workflows and keep your teams aligned! With Whale’s new Checklist feature, you can ensure that every process, procedure, or routine gets completed accurately and consistently. Let’s dive in!
Imagine a tool that guarantees every step of a process is followed precisely. Checklists help you maintain consistency in training, client onboarding, safety checks, equipment inspections, and more. They create accountability, reduce errors, and improve compliance in everyday tasks, making them an essential addition to Whale.
Use checklists to:
Pro Tip: You can allow users to leave a comment on each check. This feature is super useful in scenarios like:
When a checklist is assigned or run independently, you’ll need to give each run a name. Here are some examples:
After naming, proceed through the checklist, marking items as you go. If needed, leave a comment on the check to add more context.
You can Save & Close the checklist and get back to it or Submit it and it's done.
When submitted you can run this checklis again, when you save and close it you will always get back to this same run. You can't run the same checklist multiple times at the same time. You always need to submit one before you can open a new one.
To see how well your team is following procedures, head over to the Analytics section in Whale and find the Checklist Tab. You’ll get a complete overview of:
By implementing checklists in Whale, you’ll streamline your workflows, boost consistency, and improve overall compliance. Get started today and experience the difference!
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