Module 1: Building a checklist

In this session of Ziflow Academy, we'll walk through how to build a Checklist from the ground up — the foundation of a consistent, repeatable review process. You'll learn how to create and organize Checklist items, choose the right check types, speed up setup with bulk uploads, and prepare your Checklist for ReviewAI.

Topics covered:

• Navigating to Checklists – Where to create a new Checklist from the dashboard or Admin Settings
• Creating a New Checklist – Naming your Checklist and adding a clear, detailed description
• Adding Checklist Items – Building items with names, descriptions, and the right check type (Pass/Fail vs. Basic Checkbox)
• Bulk Uploading Items – Copying and pasting checks directly from Excel or Google Sheets
• Organizing Your Checklist – Reordering items and grouping them into sections
• Duplicating & Enabling for ReviewAI – Reusing existing Checklists and turning on ReviewAI

After this video, you'll be able to:

• Create a new Checklist with a clear name and description
• Add Checklist items and choose the correct check type for each
• Bulk-upload items from a spreadsheet to speed up setup
• Organize items with drag-and-drop and section headers for a consistent structure
• Duplicate existing Checklists and enable them for ReviewAI

For more information, check out these resources in our Help Center:

• Create Checklist templates
• Edit a Checklist template
• Duplicate a Checklist template
• Delete a Checklist template
• Use Checklists

Go to Module 2: Using checklists in the proofing process

This video references features that are only available in certain Ziflow plans. For a clear breakdown of what’s included in your plan, visit ziflow.com/pricing.