Why Use a Checklist?

Checklists are important because they help in reminding people of tasks that they've finished and those that still need to be performed. Anyone from students to employees can benefit from making one, especially if they have a lot of tasks at hand. Also, there is no limit to the types of checklist one can make. So whether you need one for projects, events, or auditing, simply get a blank sheet and fill it up until you have your checklist.

How to Make a Sample Checklist in Excel

1. Know the Purpose of the Checklist

Remember that there are many different types of checklists with each type having one or more purposes. It is important that you specifically know which checklist type you're making and why you need to make it. Are you making an employment checklist to help you keep track of the onboarding process for new employees? Or perhaps you're making a cleaning checklist to identify what's been and what needs to be cleaned.

2. Fill It Up With What You Need to Do

Microsoft Excel is basically one giant spreadsheet that consists of various rows and columns for organizing data. What you'll want to do is to fill them up with the tasks and activities that need to be done. Use only the amount that you'll need and start filling them with descriptions. When writing them down, you may include details such as names, addresses, or even dates to make it easier for you to be reminded of your tasks and activities.

3. Include Checkboxes

You will notice that every professional checklist consists of a list of items and checkboxes that go hand in hand. Since you're making a checklist, it is important to always include checkboxes as it will tell you if you've managed to finish the task that's written beside it. To make it, you simply need to click on the cell that you want the checkbox in and add it. If there is any text that comes along with the checkbox, simply highlight the text and delete it.

4. Check If You Didn't Forget Anything

Go through the entire sample checklist to see that you did not forget to include anything important. You will also want to see if there are any mistakes that you may have made that could affect the usefulness of your list. The moment you see anything that's lacking or any corrections that you have to make, be sure to do so immediately.

5. Learn How to Properly Utilize Microsoft Excel

Using Microsoft Excel to make a checklist form would mean knowing how to enable the developer tab to create a document, to enter items into the spreadsheet, and how to format the content. If you like, you can always view tutorials that can provide you with both basic and advanced skills and knowledge to effectively use the software. Just be sure that by the end, you'll already know how to use Excel to make checklists and other projects.

Read More