Our customers use Clever Checklists to document client meetings|outsource work|test software|task virtual assistants|track new staff onboarding|manage sales and marketing|maintain systems infrastructure|prepare for board meetings
See how Clever Checklist can help your business and start your FREE 30 Day Trial now! Start TrialSave TimeDefine checklist templates once & use them many times.
Reduce RiskAlways have your records ready for audit & review.
Increase ConsistencySchedule recurring work to meet quality standards.
Clear AccountabilityIncrease user accountability with collectable evidence.
The world is your workforce
Collaborate on repeatable checklists with your team or share externally to anyone with an email address.Jobs worth doing are worth doing right
Clever Checklist is built to help you deliver consistent, repeatable results for your business today. Process doesn't have to be ugly.Built for the Web
Available from any device with a modern web browser there is no software to download or install.
Schedules
Plan out months in advance the Checklists you need to complete to maintain quality and remain compliant.
Templates
Master checklist templates act as your central source of truth and keep everyone working from the same page.
Folders
Easily find and track checklist progress by keeping your records in folders that make sense to your business.
Clever Share
Outsource with confidence by securely delegating checklists to third parties for action and review.
Comments
Make ad-hoc comments against any line item to communicate problems, notes or feedback.
Evidence
Build forms right into your process to collect information and evidence of task completion.
Activity Log
Maximum visibility & accountability with every checklist interaction logged with who, when and what happened.
Help Items
Add rich supporting documentation to your checklist items to help train and provide step by step guides.