Module 2: Using checklists in the proofing process

In this session of Ziflow Academy, we'll show you how to put your Checklists to work in the proofing process. You'll learn how to add Checklists to a proof, how they surface automatically through your Workflow Templates, and how to use them as a reviewer to pass, fail, and comment your way to a confident final decision.

Topics covered:

• Adding a Checklist During Proof Creation – Applying one or more Checklists to a stage when you create a proof
• Using Checklists with Workflow Templates – How an applied Workflow Template automatically surfaces the right Checklist for each stage
• The Reviewer Experience – Navigating the Checklist, sections, and item descriptions in the Proof Viewer
• Passing, Failing & Commenting – Recording decisions and tying comments directly to Checklist items
• Reviewing as a Team – Seeing colleagues' pass/fail results on the Checklist in real time

After this video, you'll be able to:

• Add one or more Checklists to a proof at the point of creation
• Navigate a Checklist as a reviewer and read item descriptions with confidence
• Pass, fail, and attach comments to specific Checklist items
• Track team feedback in real time to see where reviewers agree or disagree

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

• Use Proof Viewer Tools
• Use Checklists
• Add Checklists to a Proof
• Define the Workflow

Go to Module 3: Adding ReviewAI prompts to checklist items

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.