After looking at the search data on my site, the one phrase in the top 10 that kept coming up was 'checklist'. So, by popular demand, we've created a few different printable checklists along with some checklist templates that you can edit in Excel.
- Checklist Inspector ensures you maintain the highest level of precision. Powerful, quick, efficient Check out how Checklist Inspector works in the video below, demonstrating the ease of setting up a template, then using this for an inspection.
- Hi, my name is Brett, owner of Checklist Services. I have been in business in the Wenatchee Valley since 2016. I am licensed bonded and insured and have over five years of experience in home repair, remodel, and maintenance. I specialize in helping people get their small home improvement projects done.
H&R Block Online and H&R Block Software get unlimited sessions of live, personal tax advice with a tax professional with Online Assist and Software Assist for a fee. Standard live chat hours apply (7:00 a.m.
To make an effective checklist, start by breaking up a big project into small tasks. That way, the goal will not appear too daunting. If you have a month-long project, use our free to-do list templates to jot down your daily tasks. Canva’s checklist templates come with bullets, dividers,. The points written in this basic checklist template are constructed by professional writers who are well-versed with the knowledge of Human Resources. If you have a pre-made content that needs to be placed in the template, download the template from this section and convert it into any format of your choice for further editing.
Check List Templates
Excel, PDF, GS
Excel, PDF, GS
To Do and Task Lists
Other List Templates
Excel
Excel, GS
Excel
Excel, Word, PDF, GS
Excel, GS, PDF
Creating Checklists in Excel
Checklist Progress Bar
The main question people have when creating a checklist in Excel is what method to use to create the check box. I've listed the most common methods below, along with an explanation of the uses and pros/cons.
- Cell Borders - This is perhaps that simplest and fastest way to create a checklist from scratch. Just size the column containing the check boxes so that they appear square. It is easy to customize by copying and pasting items, inserting new items, etc. I use this approach in the wedding and camping checklists.
- Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.
- Parentheses ( ) or Brackets [ ] - This is a very common simple approach for including a checkbox within a text-based file. You'll see this approach used a lot in legal documents and other types of forms. If that's the look you're going for with your checklist, then by all means, go for it.
- Autoshapes (Drawing Objects) - I don't recommend this approach unless you are going for something fancy, like using fluffy clouds in your check list. Moving a bunch of autoshapes around in the spreadsheet can get messy and annoying.
- Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.
Creating a Checklist in Google Sheets
Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.
Sharing Our Checklists
Our checklists and checklist templates are licensed for personal use only. However, to avoid a bunch of emails, I will also say that I am okay with you doing almost anything with these checklists except posting the checklist (or anything you have created using the checklist template) on the internet or selling it. That includes permission to print and distribute as many paper copies of your checklist as you need. Don't remove the copyright or hyperlinks that I've included in the spreadsheet, though.
Thank you.
Related Content
Checklist Pro
You may not be at every job with your employees but you can make sure every job goes as well as it would if you were by creating custom checklists for each type of job or service call you run.
Cs4 free download for mac. __________________________________________________________________
How To Create a Checklist
Click on 'My Apps' then 'Checklist'
Scroll to the Productivity section and click 'Learn More' under Checklists.
If this is your first time making a checklist you will be prompted to 'Create A Checklist' or if you are a returning user Click on '+ Checklist' in the top right corner.
Name your Checklist and start adding in checklist items.
You have the option of choosing from the following 3 types:
Checkbox - Simple check to mark an item off as done
Text - Record notes, readings, findings, or any other text
Pass/Flag/Fail - Mark the status of a component with a green, yellow, or red status indicator
Once you are finished adding in your checklist items press 'Next' in the top right.
Checklist settings
You can prevent an employee from being able to tap 'Finish' if they have not completed a checklist by turning the toggle ON
How to Add Checklist to Jobs
*see applied checklist from mobile*