Checklists Overview

Checklists Overview

A checklist is a list of action items that need to be verified by the user.

In order to create an audit, you will first have to create a checklist containing the questions/information required to perform the audit.

Auditflo offers a dynamic range of options when it comes to creating and managing your checklists!

Below is a detailed list of checklist capabilities and features. Click on the title to be redirected to the page.

  • Create a Checklist

    • How to create a checklist

    • Adding data to your checklist

    • Save draft checklist

    • Publishing your checklist

    • Accessing your checklist

    • Editing your checklist

    • Revert to an older checklist

    • Duplicating your checklist

  • Sections

    • Add a section

    • Edit section title

    • Add questions/information to a section

    • Show/hide a section

    • Delete a section

  • Questions

    • Add a question

    • Response fields

    • Edit a question

    • Create a subquestion

    • Duplicate a question

    • Delete a question

  • Question types

    • Button

    • Checkbox

    • Dropdown

    • Radio Button

    • Rating

    • Slider

    • QR/Barcode

    • Text

    • Image

    • Signature

  • Information

    • Add information

    • Edit information

    • Delete information

  • Auto Score and Auto Number

    • Auto score

    • Auto number


    • Related Articles

    • Create a Checklist

      Click on the Checklists option on the left-hand side navigation bar. This will take you to the Checklists page, which contains the existing checklists. Note: By default, Auditflo provides sample checklists depending on the Primary Industry selected ...

    • Questions

      A question is the action item that the user will provide a response to. Your checklist can consist of as many questions as you need, and Auditflo offers a variety of customizations to ensure that you can create the most comprehensive questions as per ...

    • Sections

      A section is used to organize checklist questions into groups. Note that any question in your checklist will belong to a section, and you are provided one section by default. You can add questions/information to this section, or create new sections. ...

    • Question Types

      Auditflo offers a variety of question types to ensure that you can capture desired information accurately. The user who will execute the checklist, will have to provide responses depending on the question types you select while creating the ...