The art of the conditional checklist with BIMTAC

The strength of an effective procedure lies in its ability to show only what is relevant. With the BIMTAC editor, no more long, indigestible PDF documents where 80% of the information does not concern you. Discover how to create smart checklists that adapt to every situation.

Why use conditions?

Imagine an onboarding checklist for a new employee. A developer won't need the same access rights as a salesperson. With BIMTAC, instead of making huge "if you are X, then do Y" lists, you simply ask the question at the beginning of the procedure.

The advantages are numerous:

• Cognitive clarity: The user only sees the tasks they actually need to accomplish.
• Error reduction: Fewer unnecessary steps means less risk of skipping an important step due to inattention.
• Time saving: Completion is much faster.

How does it work in the editor?

The BIMTAC visual editor makes creating these conditional paths extremely simple.

Step 1: Create a "Choice" type question

In your checklist, add a new Choice type field. This question will determine which steps will be displayed next.

For example: "What is the employee's status?" with the options Permanent, Fixed-term, Intern.

<div className="bg-primary/5 p-4 rounded-xl border border-primary/20 my-6"> 💡 <strong>Pro Tip:</strong> Give your variable a clear "Code" in the advanced settings of the question (e.g. <code>employee_status</code>). This will help you find your way around later. </div>

Step 2: Add conditions to your tasks

Now, create the specific tasks. For example, the task "Declare to the company health insurance".

In the settings for this task, add a Display Condition. Select your previous question (employee_status), choose the operator Equal to (or Not equal to), and select the target value (Permanent).

And there you go! This specific task will only appear in the end user's checklist if they previously indicated that the employee was on a permanent contract.

Common use cases

Conditional checklists shine particularly in certain scenarios:

1. Audits and diagnostics: "Does the machine have suspicious vibrations?" → If Yes, display the emergency procedure.
2. Onboarding (employees or clients): Adapt the journey according to the role, location or equipment needed.
3. Troubleshooting: Build real interactive decision trees to help resolve bugs.
4. Travel preparations: Add vaccination and visa steps only if the chosen destination requires it.

Conclusion

BIMTAC's conditional logic transforms simple "To-Do lists" into real interactive procedure engines. By mastering this feature in the editor, you can digitalize almost any complex business process to make it accessible to all your employees or clients, with 0% friction.

Start creating your first smart checklist today!