Include checklists on each stage of your workflow or workflow template to guide reviewers.

Available on: Enterprise

Add a checklist to a new proof review

Add a checklist when you create a new proof to ensure reviewers follow a consistent review process.

1. Log into Ziflow. The Proofs list opens.
2. Select New Proof(s).
   
   
    
3. In the New proof window under Reviewers, select the checklist icon and choose a checklist from the drop-down list for a stage of your review. You can can assign up to 10 checklists per stage.
   
   
    

Add a checklist to an existing proof review

To add a checklist to an existing proof review, you must have owner, manage, or admin rights.

You can add up to 10 checklists in each stage.

1. Log into Ziflow. The Proofs list opens.
    
2. Select a proof review. The Proof details page opens.
    
3. Select the checklist icon in the desired stage, and choose a checklist from the drop-down list.
   
   
    
4. Select Done.

Remove a checklist from a proof review

When you remove a checklist from a proof review, it cannot be recovered.

1. Log into Ziflow. The Proofs list opens.
2. Select a proof review. The Proof details page opens. 
3. Select the checklist icon in the desired stage, and select the "x" next to the checklist you want to remove.
4. Select Done.

Related articles

Create and edit checklists

Use checklists in the Proof Viewer