Create the flow
Define the sequence of stages and link the checklists needed for each part of the process.
WORKFLOW
Integrate teams and different processes into a single workflow
Automate steps in your operation, assign owners, and ensure the correct execution order with more control and traceability.
BENEFITS
Organize your company's routine
Centralize processes in structured workflows, connect teams, and track every stage of your operation in one place.
CONTROL
Gain more control over your operation
Link checklists to different stages of the process and track the progress of each activity in a single flow. Gain more visibility into what’s already been completed and what still needs to be done.
PROCESSES
Coordinate stages and processes
Organize activities in a logical sequence and connect different stages of your operation. Ensure more traceability, organization, and control over process execution.
TEAMS
Integrate locations and departments
Distribute stages among different teams, areas, and locations without losing sight of the complete process. Make collaboration easier and keep everyone aligned on their responsibilities.
TRACEABILITY
Document every stage of the process
Keep activity records organized and export process information in different formats, such as PDF and Excel. Make lookups, analysis, and audits easier with a complete execution history.
HOW IT WORKS
How does Workflow work in practice?
Structure the process, distribute responsibilities, and track the execution of each stage through to completion.
Assign owners
Determine who should carry out each stage, including professionals, areas, or locations.
Run it
Start the Workflow and follow the defined sequence according to the rules configured for the process.
Monitor
Track the progress of each stage, review results, and quickly identify the status of each flow.
FEATURES
More control to automate your workflows
Set up rules, responsibilities, and deadlines to make your processes more organized and predictable.
Stage interdependency
Release activities only after previous stages have been completed.
Defined owners
Route each stage to specific professionals, departments, or locations.
Deadline control
Set dates and track activity execution within planned time frames.
Progression rules
Block flow progression until configured conditions are met.
Results monitoring
Track process progress and analyze information collected in the flows.
Answer reuse
Copy answer patterns between stages to reduce repetitive tasks.
Team integration
Connect different areas within the same process and make communication easier between everyone involved.
Stage history
Track the status, decisions, and progress of each stage directly in the Workflow.
AUTOMATION
From essential to advanced
Structure simple flows or set up more advanced rules according to your operation’s complexity.
Flow creation
Build a sequence of stages and link checklists to each phase of the process.
Responsibility distribution
Assign owners, areas, or locations to each stage.
Advanced stage control
Set conditions to prevent flow progression until defined requirements are met.
Deadlines and intervals
Set execution times and intervals between activities to keep the process on track.
Startup automation
Start Workflows via external links when the process requires participation from external teams.
More than 2,300 companies already use Checklist Fácil
Results that show the impact of digitalization
Learn about the experiences of companies that transformed processes, gained more control, and increased operational efficiency with Checklist Fácil.
We have plans to expand the company, and this will lead to increased use of Checklist Fácil. Administrative departments have been discovering different ways to use it; there is always an opportunity to improve processes.
With Checklist Fácil, we have the peace of mind of knowing we won’t lose products in the cold storage room. We can leave on Friday and relax at home over the weekend because, if anything happens, the system will notify us. Everything changes when you encounter technology like this—technology that brings security to our processes, our company, and our equipment.
Decentralized processes and systems made information management for improvement actions quite difficult. Today, we are able to integrate all information from the controls of our Quality Management System, Environmental Management System, and Occupational Health and Safety System.
FAQ
Frequently asked questions about Workflow
Understand how Workflow works and get answers to the most common questions about setup, stages, owners, and process tracking.
What is Checklist Fácil's Workflow?
It’s a module that lets you organize different stages of a process in a structured sequence, linking checklists, owners, and execution rules.
Can checklists be linked to stages?
Yes. Each Workflow stage can have a checklist associated with the process.
Can I assign different owners to each stage?
Yes. You can route stages to different professionals, areas, or locations.
Can a stage be prevented from advancing before the previous one is complete?
Yes. Workflow lets you create interdependencies and rules to control stage progression.
Can I track Workflow progress?
Yes. You can track stage status, owners, and what’s already been completed directly in the applied Workflow.
Can Workflow be started from the app?
Yes. Workflows can be started and continued from the app, as long as there’s an internet connection to start a new flow or load stages.
Can process results be analyzed?
Yes. Data collected in the flows can be tracked in management reports.