This is why my co-founders and I created a free tool. Likely you may be still be frustrated that there isn’t a solution to create an interactive checklist in Google Docs. Nonetheless, I will show you how you can create a static checklist in a Google Doc as well as the alternative to use Google Sheets to create a clickable checklist. I won’t blame them for this, after all, they are not process management software nor procedure software. They don’t provide functionality that allows your customers to input text responses to your questions. And in my consulting business, customers would get confused on which parts of the Google Docs they needed to complete.Īlthough Adobe Acrobat, Microsoft Word and Google Docs are powerful document creation tools, they don’t offer the ability to create a checklist. Even then, it was difficult to achieve consistency and was very difficult to audit for third-parties like FAA and NASA. Once we figured out how to add static checklists to our documents, then team members would create electronic copies of the Google Docs to complete various checklists we had documented. that allow us to specify who needs to do what and what data needs to be provided by them let alone provide traceability for stakeholders.
The standard document editors are unable to provide interactive components like checkboxes, dropdown menus, text input boxes, etc. We know that this is far from optimal - and can even be dangerous.Įvery time I was inspired to improve our business processes for internal team members or collaborating with third-parties like our customers with something other than a static document detailing the tasks, I failed. Or when they have additional operational challenges, use paper procedures.
That’s why most managers and leadership in an organization try to run operations with checklists in Google Docs, Microsoft Word documents or Adobe PDFs. There is just so much variability and hesitation to augment human effort with technology. I know that in operations, it is hard to achieve consistency with high quality. While my co-founders of Keeni have experience running software and online businesses, I have experience running hardware and consulting businesses.
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