Workflows & Checklists
Turn Documented Processes into Guided Action
Design structured workflows people can follow, complete, and document—from straightforward checklists to conditional, connected processes.
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Workflows & Checklists
Design structured workflows people can follow, complete, and document—from straightforward checklists to conditional, connected processes.
Start Free Trial Book a Demo
Map the process visually, roll it out to individuals or groups, collect the information required at each step, and keep a record of what was completed.
Design
Arrange tasks, decisions, timing, and automation on a visual canvas.
Roll Out
Assign a workflow immediately or schedule it for individuals or groups.
Complete
Guide participants through the right steps and collect required information.
Review
Monitor cycles, progress, submitted data, and process performance.
Start with a simple checklist and add control, data collection, or automation only where the process requires it.
Give participants a clear path while retaining the flexibility professionals need to manage and improve the process.
Draw the workflow, arrange steps, and simulate the participant experience before rollout.
Capture only the information each task requires, including files, photos, selections, and locations.
Control when a step becomes available, how long it remains open, and what happens when it is overdue.
Use branches and junctions to adapt the path to decisions, submitted data, or completed groups of steps.
Improve a workflow without changing existing cycles, then select the appropriate version for each rollout.
Maintain a record of who completed each task, when it was completed, and what information was submitted.
Use them for onboarding, SOPs, inspections, approvals, training, quality assurance, maintenance, field reporting, and other structured processes.
Explore the SOP use case Read the workflow documentationTry Goalify Professional free for 14 days.
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