Checklists help ensure every proof is reviewed thoroughly and consistently. Add checklists to your proof review to help guide your reviewers.

Creating checklists is also your starting point for adding ReviewAI. For more information, see Create and view item descriptions for ReviewAI.

Available for administrators on: Enterprise

In Ziflow, administrators create custom checklists that users add to their proofs. Checklists appear alongside proofs during the review process to guide reviewers through key quality or brand criteria to help teams catch errors early and stay aligned.

Depending on how the checklist is set up, reviewers can either:

• Pass/Fail items to indicate if a standard has been met
• Basic checkbox to acknowledge that an item was reviewed

Create a checklist template

You must be an administrator to create checklists for your Ziflow account.

1. Log into Ziflow. 
2. Select your user avatar and choose Settings > Proof Settings > Checklists.
   
   
    
3. Select Add checklist. The Create checklist window opens.
4. Enter a name and description for your checklist.
   
   
    

5. Under Checklist items, enter an item and press the Return key to add it to the list.

   Batch option: Create a three-column list in a spreadsheet program (item | description | type). Copy the columns, paste them into one item field, and press Return to add the entire list at once. Use our sample checklists to get started.
   You can add up to 200 checklist items per checklist.

   For the batch option, the Description text in your spreadsheet cannot contain line returns.

6. Select the expand icon next to an item and add more details for reviewers in the Description field.
   
   
    

7. Choose a Type:

   Basic checkboxes - Displays a checkbox to indicate that the checklist item was reviewed.

   Pass/Fail - Displays a checkmark or an x to indicate that the user has passed or failed the checklist item.

   The type will default to the last option you used.

8. [Optional] Create sections to organize your items by selecting + Add section. Select and drag your items to place them in the desired order.
9. Select Create to return to the Checklist page.

10. Activate the checklists you want to use by toggling the checklist to Active.

    To create a new checklist from anywhere in Ziflow, select the Create new icon (+), and choose Checklist.

    

Related articles

Add checklists to a proof

Use checklists in the Proof Viewer

Edit a checklist template

Delete a checklist template

Duplicate a checklist template