Create interactive, guided checklists for multi-step workflows, validation processes, onboarding sequences, and complex procedures with step-by-step tracking and decision trees. Use when documenting complex workflows, creating validation procedures, or building step-by-step guides requiring user interaction and decision tracking.
Create interactive, guided checklists for multi-step workflows, validation processes, onboarding sequences, and complex procedures with step-by-step tracking and decision trees. Use when documenting complex workflows, creating validation procedures, or building step-by-step guides requiring user interaction and decision tracking.
acceptance
[{"checklist_created":"Interactive checklist document generated"},{"steps_defined":"All workflow steps documented with clear instructions"},{"validation_criteria":"Each step includes validation/completion criteria"},{"decision_points":"Conditional branches and decision trees implemented"},{"tracking_mechanism":"Progress tracking system included"}]
inputs
{"workflow_name":{"type":"string","required":true,"description":"Name of workflow or process"},"workflow_type":{"type":"string","required":false,"description":"linear | branching | cyclic | validation (default: linear)","default":"linear"},"steps_input":{"type":"string","required":false,"description":"Comma-separated list of steps or path to step definition file"},"output_format":{"type":"string","required":false,"description":"markdown | interactive-md | json (default: markdown)","default":"markdown"},"include_tracking":{"type":"boolean","required":false,"description":"Include progress tracking checkboxes (default: true)","default":true}}
outputs
{"checklist_created":{"type":"boolean","description":"Whether checklist was successfully created"},"checklist_location":{"type":"string","description":"Path to created checklist file"},"step_count":{"type":"number","description":"Number of steps in checklist"},"decision_points":{"type":"number","description":"Number of decision/branch points in workflow"}}
For each step, define:
- Step number/ID
- Step name (brief, actionable)
- Description (what to do)
- Validation criteria (how to know it's done)
- Prerequisites (what must be done first)
- Estimated time (how long it takes)
- Resources needed (tools, access, knowledge)
- Common issues (what might go wrong)
Identify Decision Points
Decision point structure:
- Condition: What question needs answered?
- Options: What are the choices?
- Outcomes: Where does each choice lead?
- Criteria: How to decide?
Example:
Decision: "Do tests pass?"
- Option A: YES → Continue to deployment
- Option B: NO → Return to development
- Criteria: 100% test pass rate, no failures
Map Dependencies
Identify:
- Sequential dependencies (Step 2 requires Step 1 complete)
- Parallel steps (Steps can be done simultaneously)
- Blocking dependencies (Cannot proceed until X is done)
- Optional steps (Can be skipped in some cases)
Output: Workflow structure with steps, decision points, and dependencies
See:references/workflow-patterns.md for workflow type identification
Step 2: Checklist Generation
Action: Create structured checklist document with steps, instructions, and tracking.
Key Activities:
Create Checklist Header
# Workflow Name: [Name]**Type:** Linear | Branching | Cyclic | Validation
**Total Steps:** [N]
**Estimated Time:** [X hours/days]
**Last Updated:** [Date]
## Overview
[Brief description of workflow purpose and outcome]
## Prerequisites- [ ] Prerequisite 1
- [ ] Prerequisite 2
- [ ] Prerequisite 3
**Ready to proceed?** All prerequisites must be checked before starting.
Generate Step Templates
Linear Step:
## Step [N]: [Step Name]**Status:** ⬜ Not Started | 🔄 In Progress | ✅ Complete
**Estimated Time:** [X minutes/hours]
**Description:**
[Detailed instructions on what to do]
**How to Execute:**1. [Action 1]
2. [Action 2]
3. [Action 3]
**Validation Criteria:**- [ ] Criterion 1 met
- [ ] Criterion 2 met
- [ ] Criterion 3 met
**Resources:**- Tool/Link 1
- Documentation reference
- Access required
**Common Issues:**- Issue 1: [Description] → Solution: [Fix]
- Issue 2: [Description] → Solution: [Fix]
**Next Step:** Proceed to Step [N+1]
Decision Step:
## Step [N]: [Decision Point Name]**Status:** ⬜ Awaiting Decision
**Decision Question:** [What needs to be decided?]
**Options:**### Option A: [Choice 1]**When to choose:** [Criteria for this option]
**Next steps:** [Where this leads]
### Option B: [Choice 2]**When to choose:** [Criteria for this option]
**Next steps:** [Where this leads]
**Decision Made:** [ ] Option A | [ ] Option B
**Proceed to:**- If Option A → Step [X]
- If Option B → Step [Y]
See:references/checklist-templates.md for template examples
Step 3: Add Interactive Elements
Action: Enhance checklist with interactive features for better usability.
Key Activities:
Add Collapsible Sections (for detailed steps)
## Step 3: Database Migration**Status:** ⬜ Not Started
<details><summary>📖 Click to expand step details</summary>**Description:**
Run database migration scripts to update schema.
**Commands:**```bash
npm run migrate
npm run seed
## Time Tracking
| Step | Estimated | Actual | Notes |
|------|-----------|--------|-------|
| 1 | 15 min | ___ min | _____ |
| 2 | 30 min | ___ min | _____ |
| 3 | 45 min | ___ min | _____ |
| 4 | 20 min | ___ min | _____ |
**Total Estimated:** 1h 50m
**Total Actual:**____
Add Sign-Off Section
## Workflow Completion**All steps complete?**- [ ] All steps checked off
- [ ] All validations passed
- [ ] No blockers remaining
**Sign-Off:**-**Completed By:**__________________
-**Date:**__________________
-**Verified By:**__________________ (if applicable)
-**Notes:**__________________
**Status:** ⬜ INCOMPLETE | ✅ COMPLETE
Output: Enhanced interactive checklist
See:references/interactive-elements.md for enhancement techniques
Step 4: Validation and Testing
Action: Verify checklist is complete, accurate, and usable.
Key Activities:
Completeness Check
- [ ] All steps documented
- [ ] All decision points identified
- [ ] All validation criteria defined
- [ ] All resources linked
- [ ] All prerequisites listed
- [ ] Progress tracking included
Clarity Check
For each step:
- [ ] Instructions are clear and actionable
- [ ] Technical terms explained
- [ ] Examples provided (where needed)
- [ ] Expected outcomes stated
Usability Test
- [ ] Test checklist on sample workflow
- [ ] Verify all steps can be completed
- [ ] Verify decision logic works
- [ ] Verify validation gates catch issues
- [ ] Time estimates are reasonable
Update and Iterate
Based on testing:
- Add missing steps
- Clarify unclear instructions
- Fix broken links
- Adjust time estimates
- Add troubleshooting tips
Output: Validated, tested checklist ready for use
See:references/checklist-validation.md for testing procedures
Common Scenarios
Scenario 1: Software Deployment Checklist
Context: Step-by-step deployment process
Workflow Type: Linear with validation gates
Checklist Structure:
1. Pre-Deployment Checklist (Validation)
2. Build Application
3. Run Tests (Validation Gate)
4. Deploy to Staging
5. Verify Staging (Validation Gate)
6. Deploy to Production
7. Verify Production (Validation Gate)
8. Post-Deployment Steps
Scenario 2: Code Review Workflow
Context: Branching workflow with approval/rejection
Workflow Type: Branching
Checklist Structure:
1. Review Code Changes
2. Run Automated Checks
3. Decision: Approve or Request Changes?
A. Approve → Merge PR → Complete
B. Request Changes → Developer addresses feedback → Return to Step 1
