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Workflow Checklists

Create standard operating procedures and checklists for processes you repeat often. Update them here and make a copy to use whenever it’s time to perform the actual work.

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Why we love this template

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Tips to get started

  • Organize your workflow checklists by adding and changing queues to suit your needs.
  • Use the duplicate task function to copy a workflow checklist to another queue and assign those tasks to your team.
  • Set due dates with notifications for each assigned task so your team knows who is responsible for what task and when each is due.

Watch the video tutorial