Navigate to a Workflow
To create a checklist, first navigate to the workflow you’d like to use:
Go to the All Workflows Page or access the workflow through a Project Type or Department Page.
Click on the workflow to open it.
Click ‘Create Checklist’
In the top-right corner of the workflow page, click the Create Checklist button.
This will instantly transform the workflow into a checklist.
Share the Checklist (Optional)
From the checklist page, you can share the checklist with others:
Click the three-dot menu next to the checklist you want to share.
Select Share to open the sharing modal.
In the Share Checklist modal:
Copy the Link: Share a direct link to the checklist.
Download the QR Code: Share the checklist by QR code for easy access.
Enable Public Access (optional):
By default, the checklist is private and can only be accessed by users in your Subtrak account.
Enabling public access allows anyone with the link or QR code to view and interact with the checklist.
Check Off Tasks
Users with access to the checklist can begin checking off tasks:
Tasks can be checked off individually as they are completed.
At least one task must be checked off before the checklist can be submitted.
Submit the Checklist
When the checklist is ready to be finalized:
Click the Submit button in the upper right hand corner of the page.
Enter the following details:
Name: The name of the person completing the checklist.
Notes: (Optional) Add any final notes about the checklist.
Click Submit to finalize.
💡 Important: Once submitted, the checklist cannot be edited. Ensure all tasks and details are complete before submission.
Key Features of Checklists in Subtrak
Actionable: Turn workflows into trackable lists in seconds.
Sharable: Share via link or QR code, with the option for public access.
Finalized Records: Submitted checklists are locked and stored for reference.