Checklist and Procedures Template

Build the checklists your team runs every day, without code. This template gives any team a simple record for a checklist or procedure, with an assignee, due date, and status, and a Procedure section where you add your own steps. Use it for opening and closing checks, safety walks, cleaning rounds, or any routine your team repeats.

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Riverside Ops
Checklists
Work Orders
Locations
Checklist and Procedures8 open · 3 in progress · 41 complete MRJLTKList ViewNew checklist
AskSearchFilterSortGroups (1)
Title
Assignee
Due Date
Status
Open(8)
Opening checklist — kitchen
ASAna Silva
Today, 6:00am
Open
Weekly safety walk — Bldg B
TKTomas Kane
Mar 14
Open
In Progress(3)
Restroom cleaning round
JLJordan Lee
Today, 2:00pm
In Progress
Closing checklist — front
MRMaria Reyes
Today, 10:00pm
In Progress
Complete(41)
Opening checklist — kitchen
ASAna Silva
Yesterday
Complete

How the Checklist and Procedures Workflow Works

Build your checklist

Add the steps your team follows to the Procedure section as checkboxes, text answers, and single- or multi-select questions.

Procedure · Opening checklist4 steps
Unlock front doors
Turn on the fryers
Walk-in temp (°F)36
Floor conditionCleanNeeds mopping

Assign it

Give each checklist a Title, an Assignee, and a Due Date so the right person knows what to complete and when.

Weekly safety walk — Bldg BOpen
TitleWeekly safety walk — Bldg B
AssigneeTKTomas Kane
Due DateMar 14, 2026, 9:00am

Track completion

Move each checklist through Open, In Progress, On Hold, and Complete, and see them all in a list grouped by status.

Checklists by status
Opening checklist — kitchenA. Silva · today
Open
Restroom cleaning roundJ. Lee · today
In Progress
Fire extinguisher checkT. Kane · waiting on tags
On Hold
Closing checklist — frontM. Reyes · yesterday
Complete

Benefits of This Checklist and Procedures Workflow

  • Routines done the same way every time

    Each person works from the same steps, whether it is their first shift or their hundredth.

  • Proof the work was done

    Completed checklists stay on record with the answers entered at each step.

  • Easy to share

    A public External Form and a read-only Public Checklist let people outside Coast fill in or view a checklist.

What’s Included in This Workflow

Checklist records

Title, Status, Assignee, Due Date, and a Procedure section for your checklist steps.

  • Title
  • Status
  • Assignee
  • Due Date
  • Procedure

List view

All checklists grouped by Open, In Progress, On Hold, and Complete.

  • Open
  • In Progress
  • On Hold
  • Complete

External Form and Public Checklist

A public form for completing checklists and a read-only view for sharing them.

  • External Form
  • Public Checklist

Customize the Workflow for Your Team

Build procedures for each routine, and add fields like location, shift, or photo evidence. Coast AI can set checklists to recur daily or weekly, draft checklist steps from a written SOP, add a calendar view by due date, or create a work order when a step fails.

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FAQs About Checklist and Procedures

What happens when I add this workflow to Coast?

Coast creates a Checklist and Procedures workspace with Title, Status, Assignee, Due Date, and Procedure fields, a list grouped by status, an External Form, and a Public Checklist view.

How can Coast AI help with this workflow?

Coast AI can turn a written procedure into checklist steps, add fields and views, and answer questions from completed checklists.

Does this come with checklist steps already written?

No. The Procedure section starts empty so you can build the exact steps your team follows, or have Coast AI draft them for you.

Can I bring in checklists we already use on paper?

Yes. Paste or upload your existing checklist and Coast AI can build it as a Procedure.

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