Checklists

A checklist is one run of a workflow — one deploy, one Monday walkaround, one quarter's maintenance.

Find them under Checklists in the sidebar. Everything in progress and everything ever finished is in that list.

Generating one

The bar at the top of My work takes two things: which workflow, and what to call this one. Then press Generate checklist.

Name it something that identifies this one rather than the process: a version number, a date, a vehicle. v2.42.0. Walkaround 2026-08-18. If you leave the box empty it fills in the workflow name and today's date.

The checklist opens straight away, with its first tasks already Ready.

A schedule generates checklists on its own, so nobody has to press the button at all.

A checklist is frozen when it is generated

This is the most useful thing to know about the app:

A checklist pins the workflow version at the moment it is generated. Later edits to the workflow never touch a checklist already in flight.

So you can fix a typo, add a task, or reorder the whole thing while people are part-way through, and nobody's checklist changes underneath them. They finish the version they started. The next checklist generated picks up your changes.

The version each checklist was pinned to is shown next to its name — Production deploy - v3.

Working through one

Tasks are laid out in order, top to bottom. The ones you can do now are open; the rest show what they are waiting on. See Running a checklist.

When it finishes

A checklist finishes on its own. As soon as no task is left Blocked or Ready — so every task is either complete or skipped — the checklist flips to Complete and the page becomes a read-only summary.

There is no "finish" button to press and none to forget.

Reading the list

The Checklists page shows, for each one:

Clicking one opens it — the working page if it is still in progress, the summary if it is done.

Finding one

Above the list are the controls that narrow it:

• Search matches the checklist name and the workflow name. It filters as you type.
• The status buttons — All, In progress, Complete, Abandoned — carry the count of what each one holds, under whatever else is set.
• The workflow menu shows one workflow's checklists, which is how you read the history of a single process.

Press a column heading — Checklist, Workflow or Started — to sort by it, and press it again to reverse the order. The list is 20 to a page, with the range and the page links under it.

Everything you set is in the address, so a filtered list can be bookmarked or sent to somebody.

Next

• Running a checklist
• Task and checklist statuses
• The checklist summary