Create runs of checklists when it's time to execute the checklist process.


Creating a run

A run represents a specific execution of the process described by the checklist.

To create a run of a checklist and assign it to a team member:

  1. Open the checklist from your Library
  2. Click > Run
  3. Give your run a name. This will help distinguish it from other runs of the same checklist. For example, if I have an Employee Onboarding checklist, and I'm assigning the onboarding of our new employee, Pam Beasley, to our HR coordinator, then I might name the run Pam B.
  4. Assign the run to yourself or a teammate. Don't worry, you can also assign specific tasks within the run to other teammates if you need to multiple people to collaborate on a given process.
  5. If your checklist has variables, supply values for them. You will need to supply values for all required variables in order to start the run.
  6. Click Start

Alternatively, you can also run checklists directly from the Library:

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Run the checklist

Once you create a run of the checklist, you will be able to view the checklist in the runner view. You'll notice this view is very similar to the editor view you used to build the checklist.