Online Checklists

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Published November 23rd, 2020

What Are Online Checklists?

Online checklists help organizations save time by decreasing paper trails and streamlining jobs, such as assessments, inspections, and audits. Through online checklists, organizations can do away with the woes of paper-based processes and shift to a more efficient, paperless system.

A digital solution like iAuditor by SafetyCulture makes creating and sharing checklists and checklist templates easier and quicker. Whether it’s a weekly to do list or a daily checklist, the iAuditor checklist maker has got it covered. Online checklists can be shared, reused, and converted into reports within minutes.

iAuditor Online Checklist

Sample online checklist created using iAuditor

How Do You Create A Checklist?

1. Download a checklist template

2. Customize the checklist template

  • Add and edit questions 
  • Organize by section or by page
  • Choose the type of responses

3. Preview checklist template

  • Check if questions and inspection items are complete
  • Check flow and logic

4. Set up report preferences

  • Include failed items in the report
  • Upload a checklist template logo
  • Check format and revise as needed

5. Share the checklist template

  • Invite team members
  • Send it via email or SMS

How Can You Use Online Checklists?

Online checklists are great for both personal and professional use. For professional use, iAuditor by SafetyCulture has over 100,000 free online checklists for the following industries:

Here are some checklist ideas for personal use:

Weekly To Do List

Use a weekly to do list for:

  • Non-urgent tasks
  • Goals for the week
  • Grocery list

Daily Checklist

Use a daily checklist for:

  • Urgent and high-priority tasks
  • Morning routine before work
  • Self care checklist

Life Checklist

Use a life checklist for:

  • Preparing for a big change
  • New Year’s Resolutions
  • Adulting checklist

Online Checklist Examples

Wedding Checklist

Though the pandemic has led to the postponement of many big-time events, weddings are the exception. Event planning agencies can use wedding checklists to keep their wedding planning teams organized and focused. 

Wedding planners can ensure client satisfaction by delivering a 5-star experience for their guests. Monitor all aspects of the wedding with an online checklist. Some checklist items to include in a wedding checklist are:

  • Budget
  • Venues
  • Invitations
  • Entourage
  • Dress/Suit
  • Photography

Moving Checklist

Couriers can use moving checklists for order processing. Since delivery speed is a top customer concern, logistics companies should keep their fleet active and efficient. Avoid losing any customers to delivery delays by empowering vehicle operators with moving checklists. Stay updated while drivers are on route with an online checklist. Some checklist items to include in a moving checklist are:

  • Pick-up location
  • Pick-up time and date
  • Expected delivery date
  • Delivery location
  • Vehicle to be used
  • Vehicle operator
  • Best possible route
  • Materials handling

Camping Checklist

While a lot of foreign and domestic travel plans have been moved due to COVID-19 restrictions, camping trips provide a rare opportunity for resorts that offer glamping. Glamping (or glamorous camping) gives travelers the change of scenery they are looking for with minimal risk of exposure.

To ensure that guests have all the tools they need for a memorable glamping experience, resorts should use camping checklists for keeping essential items on stand-by. Use an online checklist so that staff can monitor the inventory at each glamping site. Some items to include in a camping checklist are:

  • Tent repair kit
  • Spare batteries
  • First aid kit
  • Toiletries
  • Sunscreen 
  • Umbrellas

Why Use Online Checklists?

The struggle most people have with paper checklists is that they aren’t reusable. Aside from being inefficient, paper checklists are also not environmentally friendly. Online checklists can be reused countless times without wasting a single sheet of paper. By using iAuditor’s checklist template builder, one can make a reusable digital checklist in minutes.

Paper checklists are difficult to distribute. Large organizations would benefit from using online checklists so that this isn’t an issue. Paper checklists also have to be converted into reports manually. With iAuditor, reports are automatically generated and easily shared.

With paper checklists, you also have to contend with physical storage space requirements. This is especially problematic for construction, manufacturing, and transport companies because they go through a lot of checklists each day. If these companies used paper checklists, they would need multiple storage rooms. The iAuditor checklist app can store online checklists for free.

iAuditor Checklist Maker

If to-do lists are getting overwhelming, iAuditor can help. One of the great features of iAuditor is that anyone in the organization can schedule recurring inspections. With the iAuditor online checklist maker, inspections can be scheduled for every day, every weekday, every week, every month, and even every year. Choose the custom option if a checklist is needed every 3 months or every 2 weeks.

Create Unlimited Online Checklists

The iAuditor checklist app is free to download and use on your iOS or Android. You can create as many checklists as you like completely free. To get more advanced features like reporting and sharing with a team, premium plans start at $19/per month.

Create Advanced Online Checklists

Choose from a variety of response types including checkboxes, yes/no questions, text fields, image uploads, signatures, and more.

Control Privacy Settings

  • Share an important checklist to your entire organization.
  • Use a shared checklist to monitor employee performance.
  • Create a private checklist of tasks you need to accomplish.

Generate Reports And View Analytics

  • Take checklist data to the next level with advanced reporting and analytics features. 
  • Export and share PDF reports, branded with organization data. 
  • Discover trends and review data using the new analytics dashboard.
iAuditor online checklist tool

iAuditor online checklist tool

Author

Sare Hawes

SafetyCulture staff writer