// MODULE: CUSTOM CHECKLISTS

Build Smart, Structured, and Dynamic Checklists for Any Workflow

Originally built as a survey engine, the Custom Checklists module has evolved into a powerful tool for both data collection and operational workflows. It’s ideal for checklists, audits, intake forms, onboarding guides, and evaluations.

Core Features

• Checklist Builder: Design with item types like dropdowns, radios, yes/no toggles, photos, and open responses
• Reusable Question Library: Create and store standard questions for reuse across checklists
• Dynamic Option Sources: Pull response values from other modules using lookup links
• Zone & Order Logic: Organize checklist content into sections with sortable step order
• Response Capture: Store full historical data including timestamps and responder info
• Contextual Guidelines: Provide reference tips and instructions per section without code
• Status Control: Mark items active/inactive to preserve history without deletion

Used In

• Survey-style assessments
• Task-based workflow tracking
• Employee onboarding & check-ins
• Compliance verification forms
• Custom evaluative procedures

Highlights

• Originally Survey-Driven: Expanded from survey roots to a versatile checklist system
• Fully Configurable: Each checklist defines its own structure and logic within system limits
• No-Code Setup: Admins update checklists without developer involvement
• Integrated Tracking: Record version history, response accuracy, and session data

Optional Integrations

• 🧾 Project Templates – Automatically associate relevant checklists with new projects
• 👤 CRM / Contact Logs – Use checklists for onboarding or client verification without coding
• 📅 Scheduling & Dispatch – Attach checklist tasks to scheduled events or maintenance cycles