How To Make/Create a Checklist in Google Docs [Templates + Examples] 2023

A checklist is a basic tool for organization and planning. Anyone can create and benefit from using a checklist, and it can be used for both personal and professional purposes. 

Create a Checklist in Google Docs – Step-by-Step Guide

Creating a checklist is easy and simple and can be done with simple word processor tools like Google Docs. And to make it even faster and more convenient, it is helpful to use an existing pre-designed checklist template.  

Step 1: Download an Editable Checklist Template

To start off, look for and download a checklist template that matches your needs. In this case, a business travel itinerary checklist is being used. 

Step 2: Select Google Docs as the File Format

The next step is to select Google Docs as your preferred file format when downloading the template.  

Step 3: Open the Checklist Template in Google Docs

Once you are finished downloading and saving the template to a folder in your device, open the file in Google Docs. You need to have a Gmail or Google account before you can view and edit the document. 

Step 4: Edit the Title of the Checklist

Begin by clicking the text to edit the title and change it to a custom one for your checklist. Again, a checklist can be for anything- from travel itineraries, grocery shopping, to wedding preparations. 

Step 5: Categorize the Checklist 

To make it more organized and logical, it is recommended to group items in your checklist into categories. For example, all like items can be placed under one category. In the case of a business itinerary checklist, you can classify the different items into documents, finances, and gadgets. 

Step 6:  Edit the Table

Your checklist can be presented in table format to make it appear more presentable and organized. To change the category title or headings in the template, simply click the text and edit it. You can have as many or little categories as needed, depending on the type of checklist you are creating.

Step 7:  List Down the Checklist Items

Under each category, list down the necessary items or requirements that you need to complete. These items can be anything from tasks, deliverables, to simple reminders. In the business itinerary checklist example, the items included are visas, tickets, business cards, laptop, etc. 

Step 8: Insert Additional Notes

You can provide an additional section for other notes and reminders. Leave adequate space below your list or provide extra lines in your document.

Step 9: Customize the Design of the Checklist

If you want to change the look or design of your checklist, just select the table and click Table Properties to resize, crop, or adjust the background color, border thickness, etc. You can likewise change the font style, text size, alignment, and color of the text.

Step 10: Download and Print the Checklist

After editing the template, you can either share or print out the checklist. You can also export or download the checklist in other file formats such as PDF. Simply go to the File tab and select either Download, Share, or Print. 

Checklist Templates & Examples

There are different kinds of checklists, each with their own unique purpose. If you want to stay organized and keep track of your responsibilities, it is best to create your own checklist with the help of a template. 

Sales Rep Evaluation Checklist Template

Like any profession, sales representatives also need to have their work performance evaluated. Sales supervisors and managers can make use of the sales representative evaluation checklist template in their respective workplaces.

Daily Checklist Template

Whether you are a student or professional, anyone can benefit from keeping a daily checklist. You can use a daily to-do checklist to make notes and reminders of all your important tasks. 

Student Checklist Template

Most students have a lot on their plate as they juggle academic life, extra-curricular activities, and personal responsibilities. But with a student checklist, you can keep track of all your homework, exams, projects, and other academic requirements. 

Housekeeper Checklist Template

Whether you are a domestic helper or a hospitality hotel staff, it helps to have a housekeeper checklist to ensure you do not forget anything important. Download the customizable housekeeper checklist and design it according to your preferences and tastes. 

Cleaning Checklist Template

The cleaning checklist template is perfect for anyone working in the hospitality sector or cleaning services industries. But even individuals can take advantage of the cleaning checklist if their goal is to organize their homes, apartments, or workspaces.   

Checklist for Hiring a Lawyer Template

Are you looking for legal aid or counsel? Make use of the checklist questionnaire for hiring a lawyer and check if you meet the criteria for needing an attorney or legal representation. 

Multimedia & Technology Licensing Agreement Checklist Template

Drafting a contract or agreement is not an easy task, but if you have a checklist as a guide, it can make your job easier. The checklist for drafting a multimedia and technology licensing agreement is absolutely free and available to download in various file formats.

Lean Startup Checklist Template

If you are aspiring to create and run your own business, you need a checklist as part of your planning and preparation. The lean startup checklist is the perfect tool for aspiring and up-and-coming small business owners.  

Homework Checklist Template

The editable homework checklist is ideal for grade school, high school, and college students. The checklist enables students to keep track of deadlines, reminders, and other important items. 

Business Travel Itinerary Checklist Template

Those traveling for business purposes may be asked to provide a copy of their travel itinerary, especially for international travel. The business travel itinerary checklist serves as a guide for you when drafting your program or itinerary.  

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