How To Create A Sample Checklist in MS Word?

A sample checklist is an organized document containing the items or things to be checked or done. It is also commonly called to-do-list. In every aspect of the business — meeting, training, or audit, creating a checklist would be a benefit. It lets you track the tasks you need to accomplish and check those items you finished. Whether you are a business owner, employee, or student, creating a checklist must not be a daunting task. To help you create one, here are some steps you can recreate in making your business or personal sample checklist.

1. Prepare The Items For Your Checklist

You need to prepare the items or tasks that you want to include in your checklist. These items are the flesh of your checklist. For you to quickly organize these items, make sure to present them clearly and concisely. For instance, if you will make a home inspection or safety checklist, you must include the parts of the house to be inspected. Bedrooms, kitchen, living room, dining room, attics, veranda, and many more. But a study shows that a useful and effective checklist only contains five to ten items. But if you need to include more than that number, you can make subheads in a particular aspect.

2. Make The Layout

After preparing your checklist data, you can now design your sample checklist. A checklist does not require a fancy design but rather make it minimalistic as possible. You can insert lines, graphs, charts, tables that you are comfortable to use. You can also utilize checkboxes or checkmarks so you can track your progress and place it in an orderly manner. After all, if the content fails, then your design is worthless.

3. Open Your MS Word

After those steps, you can now launch your MS Word on your desktop. How to make a checklist in Word? MS Word provides you features that you needed in your checklist. They offer hundreds of font choices, essential features for a checklist, and such. For example, if you need to make an even observation checklist, MS Word provides bullet features that let you quickly sort those observations.

4. Download Your Desired Template

If you do not want to start from basics and just wanted to format a checklist, you can download a checklist template base on what you need. Where can you download it? Visit templates.net for premium templates. They offer you extensive choices of checklist templates — from the cleaning checklist template to the daily checklist template.

5. Test Run and Edit Your Checklist

After encoding your checklist, you can do a test run. Print a copy of it and use it for a short period and observe for positive or negative effects. You need to do an experiment before finalizing your checklist. After the test run, jot down your observations and make it as a reference in editing and revising your checklist.

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