You can run a checklist in Slack for almost any business function at any company, from onboarding a new client to preparing a compliance audit. For most teams, Slack is the most convenient place to run one: the people doing the work are already there, and with Chaser each step becomes a Slack task with an owner, a due date, and automatic follow-ups.
The team at Chaser maintain a catalogue of sample checklists to get you started, each built for a specific workflow and the person who runs it. These are the checklists available so far, grouped by the kind of work they cover.
Onboarding checklists
- New hire onboarding checklist for hiring managers
- IT onboarding checklist for IT teams
- Customer onboarding checklist for account managers
- Customer onboarding checklist for SaaS companies
- SaaS onboarding checklist for customer success teams
- Client onboarding checklist for bookkeeping firms
- Vendor onboarding checklist for procurement teams
Finance, compliance, and operations checklists
- Payroll checklist for small businesses
- Monthly bookkeeping checklist for small businesses
- Month-end close checklist for accounting teams
- Contract review checklist for in-house teams
- SOC 2 compliance checklist for SaaS startups
- HIPAA compliance checklist for healthcare practices
- Quality control checklist for small manufacturers
- Data migration checklist for IT teams
- Order fulfillment checklist for ecommerce teams
- Office move checklist for office managers
- Tenant move-in checklist for landlords
Marketing, sales, and events checklists
- Website launch checklist for marketing teams
- Product launch checklist for product marketing teams
- Ecommerce launch checklist for new store owners
- Email marketing checklist for campaign managers
- Webinar checklist for B2B marketing teams
- Virtual event checklist for marketing teams
- Trade show checklist for exhibiting teams
- Business proposal checklist for sales teams
- Open house checklist for real estate agents
Each has the full list of steps, including important steps that too often get skipped in real life, a short FAQ, and a one-click copy button so you can take the checklist wherever you run it. New checklists are added over time, so check back if yours isn't covered yet.
And since each of these runs as a template in Chaser, you set it up once and rerun it whenever the process repeats. Here is how to create a reusable checklist in Slack.
You can try Chaser for free and see how it fits the way your team already works in Slack. Get started and add Chaser to Slack, for free.
