Checklists

Manage and monitor team tasks to meet deadlines and track performance.

Our checklist tool allows businesses to organise and manage task lists online, helping prioritise actions, projects and team workloads.

A structured approach means checklists can be set-up according to your needs. A simple list of actions can be allocated to sub-groups for example, reflecting team structures or multi-disciplinary focus groups. In addition, manager and final sign-off rules can be set, helping to embed a quality control process within the progression of activities.

Data collected and analysed with the tool provides insight which can be used quickly to increase team performance and identify training needs.

Benefits to your business for you

Features

Simple set-up

View resources & comments

Choice of structure & rules

Dashboard reporting

Checklists are easy to create and assign to team members, managers and groups of users. We have designed the tool to accommodate the different needs businesses will no doubt have, therefore there are a variety of task types and sign-off options you can select from. All elements are fully configurable by your chosen admin user.

Setting up a checklist is really simple. You create the required task and decide how it is divided into actions for an individual or your team to complete, depending on their capabilities and/or training needs. The manager sign-off section can be viewed at any time and will show these actions and displays when they are completed and ready to be approved.

Each checklist can be set as a particular type, which can have associated resources allocated to it. If a resource has been attached to a task, sign-off is disabled until the associated resource has been reviewed. This is a great way to confirm certain policies and procedures have been read and understood, for example, if an individual is progressing through a company induction process.

Get in touch

If you’d like to discuss your learning and development needs in more detail then get in touch with a member of the team today.