Extension Series #02: Digitize checklists to help your staff manage workflows

Extension Series #02: Digitize checklists to help your staff manage workflows



Many of us prefer to split up tasks into smaller actions or make a list before we perform a task - just to avoid making simple mistakes and to ensure that the steps in a process are not skipped.


For example, a car driver would check the tyres, adjust mirrors, enable central lock, and put on the seat belt before driving which does not require a checklist. However, business activities require the utmost attention and sometimes even with the simplest steps, we can get distracted, or forget a few procedures, and recovering from them may not be as simple as doing it right the first time.  


This is where we can use  checklist and  multilevel checklist extensions to ensure that the workflows are sequential, error-free, and provide sufficient guidance to your staff even if they are away from the office.


  1.   The "Procedure Verification" checklist

  In most businesses, verification checklists are required to ensure that step-by-step procedures are followed and accomplished. You can use this for various business purposes.     


 


 

2. The “Troubleshooting” checklist   

  Checklists can also be created for uncertain times when activities go haywire. When this happens, a troubleshooting checklist can be used to analyze and correct the problem based on prior experience.  


 


 

3. The "To-Do" checklist

When the same tasks are performed repeatedly, there is a high possibility of missing out on a few things. To-do is one of the commonly used checklists where the sub-tasks can be performed and recorded in order to complete an activity successfully every time.  


 


Be it remote work or workspace, checklists help you achieve more security and productivity. If you have a unique way of using checklists in your business, we would love to hear about it in the comments.


Watch this space for our next post on extensions-series.


Visit our  help center to get detailed insights into Orchestly’s features. Developers could also benefit from our  API and  Extension Development guides .





    Access your files securely from anywhere



                Zoho Developer Community




                                        • Desk Community Learning Series


                                        • Digest


                                        • Functions


                                        • Meetups


                                        • Kbase


                                        • Resources


                                        • Glossary


                                        • Desk Marketplace


                                        • MVP Corner


                                        • Word of the Day


                                        • Ask the Experts





                                                  Manage your brands on social media



                                                        Zoho TeamInbox Resources



                                                            Zoho CRM Plus Resources

                                                              Zoho Books Resources


                                                                Zoho Subscriptions Resources

                                                                  Zoho Projects Resources


                                                                    Zoho Sprints Resources


                                                                      Qntrl Resources


                                                                        Zoho Creator Resources



                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ








                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方




                                                                                                  • Recent Topics

                                                                                                  • Problem with currency field in Zoho CRM

                                                                                                    Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration
                                                                                                  • ZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.

                                                                                                    Dear Zoho Mail Community, We are very much glad to meet you all in person in the Zoho User Group (ZUG) meetups across 7 cities in India, this year. Come meet us in your city or the ones nearby to yours and learn first hand the smart ways to go digital
                                                                                                  • Multiple office locations in Zoho Recruit

                                                                                                    Hi, we have just started to use Zoho Recruit for our recruitment company. Im a little confussed to how we add multiple office bases for the same company name. For example, if it was company ABC, they also have an ABC Manchester, ABC Bristol and so on....
                                                                                                  • I need to know the IP address of ZOHO CRM.

                                                                                                    The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to
                                                                                                  • Customer Parent Account or Sub-Customer Account

                                                                                                    Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
                                                                                                  • Generate a link for Zoho Sign we can copy and use in a separate email

                                                                                                    Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to
                                                                                                  • Project Change Orders and Additions

                                                                                                    We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out
                                                                                                  • Invite External Users to Zoho Projects Without a Full Zoho One License

                                                                                                    Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,
                                                                                                  • Columns language changed

                                                                                                    Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? Thanks
                                                                                                  • How to install Widget in inventory module

                                                                                                    Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
                                                                                                  • Introducing Keyboard Shortcuts for Zoho CRM

                                                                                                    Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
                                                                                                  • Disable Subform Actions using Client Script Add Row, Edit, Delete

                                                                                                    Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script
                                                                                                  • Product Updates in Zoho Workplace applications | Feb 2025

                                                                                                    Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessible
                                                                                                  • How to integrate Zoho Sign with Zoho CRM

                                                                                                    Hi, I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we
                                                                                                  • Unexpected Error in Reports (Pivot Chart, Pivot Table)

                                                                                                    Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.
                                                                                                  • Client Script | Update - Introducing Subform Events and Actions

                                                                                                    Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
                                                                                                  • POS System

                                                                                                    Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.
                                                                                                  • Line chart customization

                                                                                                    Hi, is there any way to draw multiple lines on a single line chart. Now on te x-axis im displaying dates and on the y-axis dispalying total records count. I want to display multiple lines on the same chart. The sample image is attached
                                                                                                  • Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update

                                                                                                    Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce
                                                                                                  • Does Zoho Docs have a Line Number function ?

                                                                                                    Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank
                                                                                                  • Dark Mode for ZOHO Recruit

                                                                                                    Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!
                                                                                                  • Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection

                                                                                                    Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other apps
                                                                                                  • Territory view for custom modules?

                                                                                                    I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 
                                                                                                  • Why can't you make a layout rule based on a lookup field?

                                                                                                    Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me the
                                                                                                  • Access demo forms other than developers in Zoho Creator 6

                                                                                                    Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing
                                                                                                  • Bigin_Email Notification not being sent when a new lead is created

                                                                                                    I have a workflow in BIGIN set to send an email notification when a new lead is created via a webform (integrated with ZohoForm) The trigger is whenever a contact is "Create or Edit". Conditioning was applied for contacts which source is "Website" If
                                                                                                  • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                    Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                  • Prevent subform editing on a module's detail's page

                                                                                                    Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the
                                                                                                  • I'm so confused by the new (?) look

                                                                                                    I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multiple
                                                                                                  • Custom CSS in Zoho Form

                                                                                                    Hi, Please let me know, how we can add custom css in Zoho Form.  Thanks
                                                                                                  • Deluge Script to Reopen Ticket if Tasks are not Completed

                                                                                                    I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,
                                                                                                  • Zoho Desk & Tasks

                                                                                                    Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we
                                                                                                  • Urgent: Assistance Required for Domain DNS Configuration (planb-hub.com)

                                                                                                    Dear Zoho Support Team, I hope you are doing well. I recently purchased the domain planb-hub.com through Zoho, but I am experiencing difficulties configuring its DNS settings. When I tried accessing the DNS management panel in Zoho, I could not find the
                                                                                                  • Export all Zoho desk tickets for past 3 months

                                                                                                    Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets⁠ include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most
                                                                                                  • Zoho CRM <> Zoho Desk Account Sync

                                                                                                    I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync to
                                                                                                  • Count Function in Zoho Table

                                                                                                    Hi Zoho Team, Hope you're doing well. We would like to request the addition of a Count function in Zoho Table, similar to what exists in Excel, Google Sheets, and Airtable. Currently, there is no built-in way to count the occurrences of unique values
                                                                                                  • Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

                                                                                                    I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error
                                                                                                  • Generate a Zoho Sign link

                                                                                                    From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.
                                                                                                  • Zoho Billing Record Refund vs Refund

                                                                                                    When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is
                                                                                                  • Emoticons to Slack in Zoho Flow

                                                                                                    When using the Slack integration in Zoho Flow, is there a way to send emoticons in the message? When I tried :emoticon: it didn't translate it to the emoticon.
                                                                                                  • Next Page