What Is the Checklist Step Type in a Sequence?

The Checklist step type allows you to create a step that contains multiple individual items, each of which must be tracked and completed separately. This is useful when a step involves several distinct actions or tasks that you want to confirm one by one.

How It Works

When building a Checklist step, you define a list of items. Each item appears as a separate entry with its own completion status.

The step cannot be marked as complete until every item in the checklist has been checked off. This ensures that no part of the step is skipped before moving on.

Who Completes the Checklist Items

Depending on how you configure the step, checklist items can be completed by:

• An admin managing the user's progress from the sequence grid, using the Manage Current Step action to check off individual items.
• The user themselves, if the step's self-tracking settings allow it.

Common Use Cases

• Equipment or uniform pickup (one item per piece).
• Orientation tasks such as receiving a badge, completing a tour, and meeting the supervisor.
• Multi-part training confirmations.
• Pre-shift requirements where several boxes must be checked before approval.

Step Status

The step displays a status of Pending until all checklist items are marked complete, at which point it can be moved to Complete. Individual item statuses are visible in the admin's step management view, making it easy to track partial completion.