Checklist
- Headline figures
- Board of checks
- Overdue
- Open, by area
TEMPLATE · LEGAL
Compliance checklist template
Every filing, licence, inspection and renewal the business must keep up with, who owns it and when it is due. Add it to your workspace and it starts with your own data.
Compliance checklistExample data
| Requirement | Status | Owner | Due |
|---|---|---|---|
| File the monthly VAT return | To do | Grace Achieng | 19 Nov |
| PAYE, NSSF and housing levy returns | To do | Grace Achieng | 9 Nov |
| Fire safety inspection, warehouse | In progress | Joseph Mwangi | 16 Nov |
| Renew the single business permit | Waiting on others | Daniel Njoroge | 29 Oct |
| Data protection registration renewal | To do | Ravi Kumar | 13 Dec |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
Calendar
- Calendar of checks
All requirements
- Table of checks
- Add a requirement
- Keeping it current
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Deadlines from notices you receive
Reminders from tax authorities, regulators, insurers and licensing bodies, as dated requirements.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Compliance deadlines
3Overdue
6Due in 30 days
4Done in 30 days
Open requirements by area
13Open
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See the templateStart from the Compliance checklist template
Add it to your workspace, choose where its data comes from, and your team can work in it today.