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Checklists

Define activities, frequency and people responsible. say.work creates each new checklist, while the team records results, adds comments and tracks progress.

Checklists and on-call duties are available in one module.

A template for recurring work

Record the activities your team performs regularly. The template defines the list name, items to check and schedule. New lists are created daily, on selected weekdays or on a specified day of the month.

Group items and assign times for completing them. Add instructions explaining what to check for each item. You can also link a template to project tasks.

Who carries out the work and who oversees it

Assign people and roles to the template. The same team is assigned to each checklist generated from it.

  • The performer checks items, records results and adds comments.
  • The supervisor can carry out items and change the template.
  • The observer can view progress.

A result for every item

Mark whether an activity is complete, not applicable to the check, unsuccessful or postponed. You can adapt the result types to your own work.

Each action records who logged it and when. Use comments to describe a problem, explain how the work was done or leave instructions for the next person.

Progress and check history

Each list shows how many items have a recorded result. The template view also shows frequency, item count, the latest list's progress and the last update date.

Older checklists move to the archive. Return to their results and comments and check who carried out each activity.

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