Watch a training video on how to use checklists to create workflow.

Did you know that Staff.Wiki is also a workflow system? The checklists feature lets your client not only document procedures, but automate them, too, with a full audit trail of every step taken.

The checklist entries can also help your clients collect form data from their staff, and send it from one person to another within their organization, collecting more information and automating decision making.

On the master site, you'll usually have your library of sample policies to provide your clients. Now, while whatever policies we add in that list will be available for clients to download and use, exactly the same applies for procedures. And this is where checklists come in.

When editing, you just have to use the checklist button to add a checklist item. Then you can hover over the checklist entry and click on "Form Editor" to add either add fields to collect from the user, or to direct the checklist to a different user, for approval for example.

Once you're done adding your checklist to your procedure article, just publish it as you would a regular article. It'll then appear in the sample policy library on your clients' accounts.

You can use this checklist feature to create a workflow platform for your clients, automating common workflow procedures in their industry. The possibilities are endless!