The Forms & Checklists module helps organizations streamline workflows and structure information. While forms are mainly used to collect input (for example, an absence request or HR change), checklists guide employees through step-by-step processes and ensure consistency.
Benefits of digital checklists
Always up to date
When a process changes, you only update the checklist once. All employees automatically work with the latest version.Structure & consistency
Checklists guide employees through predefined steps, ensuring nothing is missed and quality remains the same across locations.Real-time insights
Managers can see at a glance which tasks are completed and where follow-up is needed.Work more efficiently
No more paper lists that get lost or outdated – everything is stored in one place within OneTeam.Complements forms
Forms collect input (like requests or reports), while checklists support the execution and follow-up of daily tasks.
Practical examples
Organizations often use checklists for:
Daily routines – such as opening/closing stores, stock checks, or cleaning rounds.
Safety & compliance – ensuring inspections are always carried out fully and on time.
Events & activities – assigning tasks for team events, trainings, or company gatherings.
Onboarding – a clear step-by-step guide to help new employees settle in.
📌 Note: Checklists are available as part of the Forms & Checklists module in Oneteam.