Checklists turn important processes into repeatable, actionable tasks. By making expectations crystal clear, they:
✅ Standardize training and onboarding
✅ Ensure consistent client check-ins or audits
✅ Monitor equipment inspections and maintenance
✅ Enforce safety or quality procedures
They’re especially useful in environments where precision, compliance, and accountability matter most.
Whether you’re managing onboarding, safety protocols, or routine maintenance, Whale’s Checklist feature helps ensure every step gets done right — every time.
How to Create a Checklist
This has been moved to our Guides section which you can read all about in the article on how to Create and edit Guides.
Managing Checklists
Once your checklist is created, you can:
👥 Share: Assign it to teammates
📱 Share: Download as a QR code (perfect for inspections on the go!)
✅ Run it yourself
🏷️ Edit tags
🗑️ Delete it if no longer needed
Running & Assigning Checklists
Step 1: Start a Checklist Run
When assigning or starting a checklist, give it a specific name:
“Q4 Client Review – ABC Corp”
“October 2024 Safety Audit”
Step 2: Complete or Save Progress
Mark off checks as you complete them
Add comments where needed
Choose to Save & Close (resume later) or Submit (complete the run)
🔁 You can only have one active run per checklist. Submit the current one before starting a new instance.
Viewing Checklist Analytics
To track how your checklists are being used:
Go to the Analytics section in Whale
Click on the Checklists tab
View:
All checklist runs
Completion timestamps
Team usage insights and gaps
This helps ensure processes are being followed and highlights where improvements might be needed.
Example Use Cases
👷 A warehouse supervisor scans a QR code at the entrance and runs a daily equipment checklist from their phone
👩🏫 A trainer uses a checklist to track progress through onboarding
💬 A CSM logs specific feedback for each client during quarterly check-ins