Introduction
Welcome to the Checkipe User Guide!
Checkipe is a place to create, improve, share, and use checklists.
Your checklists can be private or shared with the world or even shared with a private group of your choice (see org creation and recipe sharing).
User Guide Usage
Browse the table of contents on the left, or use the Command Palette to jump straight to any page: tap the search icon in the top-right corner of the app bar, or press Cmd+K (Mac) / Ctrl+K (Windows/Linux). See Quick Navigation to learn more, and Hot Keys for a full shortcut reference. Enjoy!
About Checkipe
You do not rise to the level of your goals. You fall to the level of your systems.
β James Clear, Atomic Habits
Checkipe is a place to create, improve, share, and use checklists.
Why have a site dedicated to checklists?
In arenas where human performance is a matter of life and death, like flying a plane or performing surgery, checklists are critical tools.
Why not use their power more generally?
Checklists are powerful:
- They help individuals track their progress
- They help teams coordinate jobs and tasks
- They encapsulate hard-won knowledge.
- They prevent errors.
- They guide behavior.
- They save time.
- They save lives.
Basic Checkipe usage
- Go to https://checkipe.com
- Create an account or log in using "Sign in with Google" button
- Create a checklist (called a recipe)
- Publish the recipe to share it or create a run to use it.
- Iterate on the recipe when you learn more, or create a new recipe.
- If you want to publish the recipe for all to see, press publish.
- If you want to share the recipe with only some people, create an org and attach the recipe to that org. Then post or send an invite link.
What are Recipes and what are Runs?
Recipes are checklists. A run tracks one usage of a recipe.
Since recipes are one of the more common types of checklists we call our checklists recipes. But most recipes are for processes in work or every day life rather than for creating a particular dish.
Often you create a recipe once and then follow it many times. We distinguish between the checklist and its usage with the terms recipe, which refers to the checklist, and run, which refers to tracking one iteration through that recipe.
So a typical flow for checkipe might be that you perform a task.
I can make a checklist by hand. Why use Checkipe?
You can make a checklist by hand. Hopefully you've made and used many! So what can Checkipe help with?
Checkipe makes it easy to
- Collect your checklists in one place
- To share and control checklist access
- Can be published to the world at large under your username,
- Can be shared with a specific organization, or
- Can be kept private.
- Keep versions of your checklist and see how it's updated over time
- Track your progress through one iteration of the checklist (a run)
- Track progress on a run by others.
Creating an account
To create an account, just press "Sign in with Google" at the bottom of the Login Page.
The most common way to get an account is by accepting an invite link from a friend or colleague. But you don't have to wait for someone else -- you can create your own account!
In more words When you go to https://checkipe.com you will be redirected to the login page.
If you don't have an account yet, no problem.
Just click Sign in with Google and Google and Checkipe will create an account for you associated with the Google email of your choice.
Create a recipe
A recipe is just a list of steps. A step is an instruction or ingredient. It's just a bit of text that's enough to tell the user what they need to do before they mark the step complete.
After you log in it's easy to create a new recipe using the recipe creation form in checkipe.
Provide a title and optionally a description. Add as many steps as you need and save your recipe!
Create a recipe run
On the recipe page you'll see a play arrow. Just press it to create a recipe run!
Create an org
On the orgs page you'll see a button with a plus sign. Press it and a form will open where you can pick an org name and a url key.
Choose the url-key wisely because it will be part of links to all the org recipes. It should be short and lowercase and alphabetic, optionally with dashes to separate words. Numbers are allowed too.
Create a recipe invite link
By default, a recipe created in your personal scope is personal. If you want others to use it, you need to share it.
Share with everyone
If you have a recipe and want to share it with the whole world, just press publish.
Share with an org
If you have a recipe and want to share it with a group of people, first pick a name for the group and create the associated org.
Once the org exists, go to the recipe detail page. In the recipe menu you will see a dropdown that lets you pick which org you want to use. Pick the org.
Once the recipe has an org, a new menu option should appear, a share option. Press share to generate a share link that you can send to a friend or post in Groupme or Slack or to a Facebook group or whatever your group uses to connect. Friends can follow that link and be admitted to your org and see any recipes in that org.
Quick Navigation
The Command Palette lets you jump to any page in the app instantly β no tapping through menus required.
Opening the Command Palette
- Tap the search icon (π) in the top-right corner of the app bar, or
- Press Cmd+K (Mac) or Ctrl+K (Windows/Linux)
Searching and Navigating
- Type a few letters to filter the list β results update as you type
- Arrow keys (β / β) to move through results
- Enter to go to the highlighted page
- Esc to close without navigating
You can also click any result directly.
Example Destinations and Search Terms
| What you're looking for | Try typing⦠|
|---|---|
| Your home page | home, start |
| Your recipes | recipes, my recipes |
| Your active runs | runs, run list |
| Steps left to do | todo, pending, tasks |
| Steps completed today | completed, done, history |
| Start a new recipe | create recipe, new recipe |
| Measurement history | measurements, measure |
| Your orgs | orgs, teams |
| Sign out | logout, sign out |
Results are ranked by relevance, so partial matches work fine β typing rec surfaces Recipes and Create Recipe.
When You're Signed Out
Only the Login destination is available. Sign in first to access the full list.
Tips
- The Command Palette is the fastest way to switch between distant parts of the app (e.g., jumping from a run directly to measurement definitions).
- It's available on every page β open it from wherever you are.
Working with Recipes
Recipes are the core building blocks in Checkipe. A recipe is a list of steps that guide you through a process, whether it's cooking a meal, following a procedure, or completing any repeatable task.
Viewing Your Recipes
To see all your recipes:
- From the home screen, tap My Recipes
- You'll see a list of all your recipes organized by title
- Tap any recipe to view its full details, including all steps
You can also search for recipes using the search bar at the top of the recipes list.
Creating a New Recipe
To create a recipe:
- From the home screen, tap Create Recipe
- Enter a title for your recipe (required)
- Optionally add a description to provide more context
- Add steps by entering the instruction text and tapping the add button
- You can optionally add numerical inputs to steps (e.g., "Temperature" with units like "Β°F")
- Tap Save to create your recipe
Once saved, your recipe is ready to use!
Viewing Recipe Details
When viewing a recipe, you can:
- See all the steps in order
- View any numerical inputs associated with steps
- Create a run from the recipe (see Running Recipes)
- Access the recipe menu to edit, delete, or share the recipe
Recipe Versions
Recipes in Checkipe use a versioning system:
- Multiple versions can share the same URL key (slug)
- Each version has its own unique ID
- After a recipe is first created, it's better to create new versions rather than editing the original
- To view all versions of a recipe, look for the "View Versions" option in the recipe menu
Working with Org Recipes
If you're part of an org, you can:
- Create recipes that belong to the org
- View recipes created by other org members
- Use the scope switcher to toggle between personal and org recipes
See Working with Orgs for more details.
Running Recipes
A "run" is an instance of executing a recipe. When you create a run from a recipe, you get your own copy of all the steps that you can work through, mark complete, and customize as needed.
Creating a Run from a Recipe
To create a run:
- Go to the recipe you want to execute
- Tap the Run button or menu option
- A new run will be created with all the recipe's steps
The run is now yours to work through at your own pace!
Viewing Your Runs
To see all your runs:
- From the home screen, tap My Runs
- Your runs are organized into two sections:
- Active Runs: Runs that are in progress
- Completed Runs: Runs you've finished
Each run shows:
- The run title (or recipe title if no custom title is set)
- Progress indicator showing completed vs. total steps
- When it was created (encoded in the run ID)
Working with a Run
When viewing a run, you can:
- Complete steps: Tap the checkbox next to a step to mark it done
- Edit the title: Give your run a custom name to distinguish it from others
- Add notes: Attach notes to specific steps
- Record measurements: Enter numerical values for steps that need them
- Edit step descriptions: Customize step text for your specific needs
- Insert new steps: Add additional steps as you discover you need them
- Reorder steps: Change the sequence of steps
- Skip remaining steps: Complete the run by skipping all incomplete steps
See Managing Run Steps for detailed information on working with steps.
Navigating Between Runs
If you have multiple runs from the same recipe:
- Use the Previous and Next buttons to move between them
- Use the keyboard shortcuts (if available) to quickly navigate
- View the run history to see all runs for a recipe
Anonymous Runs
You can also create runs without logging in:
- Provide a recipe title and steps
- Create a temporary run that's stored locally on your device
- These runs aren't synced to the server
Anonymous runs are great for quick, one-time tasks!
Org Runs
If you're part of an org, you can create runs that belong to the org:
- Create a run from an org recipe
- The run will be associated with the org
- Other org members can view and work with org runs (depending on permissions)
Use the scope switcher to toggle between personal and org runs.
Managing Run Steps
Steps are the individual tasks within a run. Checkipe gives you powerful tools to manage, edit, and customize steps as you work through a run.
Completing Steps
The most basic action with a step is marking it complete:
- Tap the checkbox next to a step
- The step is marked as done with a timestamp
- Your progress indicator updates automatically
Completed steps remain visible so you can review what you've done.
Editing Step Descriptions
To customize a step's text:
- Tap the edit icon next to the step
- Modify the description as needed
- Tap Save to keep your changes
This is useful when you need to adapt the recipe to your specific situation.
Adding Notes to Steps
Keep track of observations or details:
- Open a step's edit view
- Add notes in the notes field
- Notes are saved with the step and visible when you review the run
Recording Measurements
Some steps require numerical inputs (like temperatures, quantities, or times):
- Find the measurement field on the step
- Enter the value
- The unit is already specified by the recipe
- Tap Save to record the measurement
These measurements help you remember exact values you used.
Reordering Steps
To change the sequence of steps in a run:
- Tap the reorder icon
- Drag and drop steps into the desired order
- The new order is saved automatically
Note: This only affects this specific run, not the original recipe.
Inserting New Steps
Need to add a step that wasn't in the original recipe?
- Tap the insert step button
- Choose to insert before or after a specific step
- Enter the step description
- Tap Add to create the new step
The inserted step becomes part of your run.
Skipping Steps
To skip a step without completing it:
- Open the step menu (three dots)
- Select Skip
- The step is marked as skipped and won't count as incomplete
Skipping All Remaining Steps
To complete a run quickly without finishing every step:
- Open the run menu
- Select Skip Remaining Steps
- All incomplete steps are marked as skipped
- The run is marked as completed
This is useful when you realize you don't need to complete all steps.
Step Order Numbers
Each step has an order number showing its position in the sequence. When you reorder steps, these numbers update automatically.
Undoing Step Completion
To mark a completed step as incomplete again:
- Tap the checkbox next to the completed step
- The completion timestamp is removed
- The step returns to the active steps list
Working with Orgs
Orgs (short for organizations) let you collaborate with others on recipes and runs. When you're part of an org, you can share recipes, create collective runs, and manage team workflows.
Viewing Your Orgs
To see all orgs you're a member of:
- From the home screen, tap Orgs
- You'll see a list of all orgs you belong to
- Tap any org to view its details
Creating an Org
To create a new org:
- Go to the Orgs page
- Tap Create Org (usually a + or create button)
- Enter the org name
- Optionally add a URL key (this creates a friendly web address for your org)
- Tap Create
You'll automatically become an admin of the org you create.
Org Details
When viewing an org, you can see:
- Org name and URL key
- List of members and their roles
- Org recipes
- Org runs
- Your permissions within the org
Inviting Members
To add people to your org:
- Go to the org details page
- Look for the Invite or Add Member option
- Send an invitation
- The invited person will receive an invite link they can accept
Org Roles and Permissions
Orgs have three membership roles:
- Member: Can create org recipes and create runs
- Editor: Can alo edit org recipes
- Admin: Has full control including managing members and org settings
Admins can change member roles from the org details page.
Switching Between Personal and Org Scope
Checkipe has a scope switcher that lets you toggle between:
- Personal: View your own recipes and runs
- Org: View recipes and runs for a specific org
To switch scope:
- Look for the scope selector (usually in the app bar or settings)
- Select the scope you want to work in
- The recipes and runs lists will update to show the selected scope
Creating Org Recipes
When you're in org scope:
- Tap Create Recipe
- The recipe will automatically be created for the current org
- All org members can view the recipe (depending on permissions)
Creating Org Runs
To create a run that belongs to an org:
- Switch to the org scope
- Find an org recipe
- Create a run from that recipe
- The run will be associated with the org
Other org members with appropriate permissions can view and work with org runs.
Leaving an Org
To leave an org you're a member of:
- Go to the org details page
- Look for the Leave Org option
- Confirm you want to leave
Note: If you're the last admin, you may need to promote another member first.
Org Permissions
Different actions require different permission levels:
- View recipes: All members
- Create recipes: Editors and admins
- Edit org recipes: Editors and admins
- Manage members: Admins only
- Edit org metadata: Admins only
- Delete org: Admins only
Tracking Your Progress
Checkipe helps you stay organized by providing different views of your work progress. You can see what you've accomplished and what still needs attention.
Todo Steps View
The Todo Steps view shows all incomplete steps across all your active runs:
- From the home screen, tap Todo Steps
- You'll see a list of all incomplete steps from your active runs
- Each step shows:
- The step description
- Which run it belongs to
- The step's order number
This view is perfect for seeing everything on your plate at once and deciding what to work on next.
Working with Todo Steps
From the todo view, you can:
- Tap a step to go directly to that run
- See the run title to understand context
- Get a count of total incomplete steps
Use this view when you want to focus on getting things done without switching between runs.
Completed Run Steps View
The Completed Run Steps view shows what you've accomplished:
- From the home screen, tap Completed Run Steps
- Select a date (defaults to today)
- See all steps you completed on that date
Each completed step shows:
- The step description
- When it was completed (time of day)
- Which run it belonged to
- Any measurements or notes you recorded
Viewing Different Dates
To see completed steps from another day:
- Use the date picker at the top of the page
- Select any date
- The list updates to show that day's completions
For faster navigation, use keyboard shortcuts: press LEFT-ARROW or A for the previous day, and RIGHT-ARROW or D for the next day. See Hot Keys for the full shortcut reference.
This is great for:
- Reviewing what you accomplished
- Tracking your productivity
- Finding measurements or notes from past work
- Preparing reports or logs
Run Progress Indicators
When viewing your list of runs, each run shows:
- Progress bar: Visual indicator of completion percentage
- Step count: "X of Y steps completed"
- Completion status: Whether the run is active or completed
These indicators help you quickly assess which runs need attention.
Completed Runs
Completed runs are:
- Separated from active runs in the My Runs view
- Retained for your records
- Available for review at any time
- Copyable if you want to run the same recipe again
Tracking Tips
To make the most of progress tracking:
- Review daily completions to maintain momentum
- Check todo steps in the morning to plan your day
- Use completion dates to document when work was done
- Add notes to steps so your completed steps history has useful details
- Copy completed runs when you need to repeat a process
Hotkeys
Active hotkeys in the Checkipe app depend on what page you are on. Shortcuts are ignored while you are actively typing in a text field.
General
- Press ENTER inside any text entry form to submit it.
- Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) from any page to open the Command Palette.
New Hotkeys
- Press T from any page to instantly open the Tracking Your Progress page.
- Press C from any page to instantly open the Completed Steps page.
- Press H from any page to instantly return to your Home page.
On the Completed Steps Page
- Press LEFT-ARROW or A to go to the previous day
- Press RIGHT-ARROW or D to go to the next day
On the Run Detail Page
- Press ENTER to mark the top step as completed
- Press LEFT-ARROW to go to a previous version of the run
- Press RIGHT-ARROW to go to a more recent version of the run
Helpful Links
Here are some useful resources and links within the app and beyond.
In the App
- Home - Your dashboard and main entry point to the app
- Recipes - View, create, and manage your recipes
- Runs - Track and manage your recipe runs
- Orgs - Manage organizations and collaborate with others
Documentation & Support
- User Guide - Complete guide to using the app
Legal
- Terms of Service - Our terms of service
- Privacy Policy - Our privacy policy