Checklists turn a process into a set of clear, repeatable actions your team can tick off as they go. They're perfect for routines that happen again and again - opening and closing procedures, onboarding tasks, pre-flight checks before a job - so nothing gets missed and everyone follows the same steps every time.
Adding a checklist
You can add a checklist to any step, sitting right alongside your text, images, and other content. It takes just a few seconds, and there are two ways to do it - pick whichever fits how you like to build.
Using a slash command
Type / on a new line, start typing check, then select Checklist from the menu.
Learn more about slash commands in the help center.
Using the editor menu
Click the + icon in the step editor to open the menu, then select Checklist.
Once you've added the checklist:
Type your first item and press Enter to start a new line.
Keep adding items until your list is complete.
Publish the step so your team can start using it.
đĄ Waybook Tip
Keep each item to a single, clear action. Short, specific items are easier to follow and harder to skip.
How checklist progress works
Once published, your team can tick items off as they work through them. Because checklists are designed to be repeated, progress is saved to each person's own device.
This means everyone works through the same checklist at their own pace, without affecting anyone else's view. When a team member wants to run through the list again, they simply uncheck the items and start fresh.
One thing to keep in mind: because progress is saved per device, checklist completion doesn't show up in your reporting. Checklists are built for personal, repeatable reference. If you need to track who has completed something for compliance or sign-off, progress tracking or a test is the better fit.
Questions about checklists? Our support team is here to help!