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What Is a Checklist?

A simple definition of a checklist is a list of items or activities that are required or must be done. Such an item is used as a job aid, with the purpose of reducing the rate of failure by compensating for whatever limits the human attention span and memory may have. This is useful in a wide variety of professions, as as such, you can expect multiple variants. Examples include; onboarding checklist, inspection checklist, task checklist, and so much more.

How Can You Create a Checklist in Excel?

Regardless of whether you wish to create specific variations, like any of the aforementioned examples, or even ones like a cleaning checklist template excel, a construction checklist, an event planning checklist, or a new employee checklist, there are going to be a few common steps in regards to their creation. To make things easier and quicker for you, simply refer to the instructions below if you want to make your own attempt at creating a checklist in Excel.

1. Determine What Your Purpose Is

The first thing you’ve got to do is figure out why and how the checklist is to be executed. Decide whether this is meant for formal or informal purposes. The latter is meant to be for more professional or business-related uses and must be designed as such. For the former, it can be more on personal activities and does not require as much as the other.

2. List Down The Items and Activities

What would your checklist be without the necessary contents? This is where you write all of your items and activities required going forward on Excel. A helpful tip would be to create categories that are as specific as possible for a much easier navigation experience going forward.

3. Refine Your Checklist

Ensure that your official checklist has every item or activity accounted for. Review each one and see if everything is in the proper order according to your own or your stakeholder's specifications.

4. Allocate Time For Each Task or Item

Once you’ve created your checklist, time will come to gradually execute a particular activity or comply with a certain item. The utilization of checkboxes will allow you to tick off those that have been completed and it would help greatly if you allocate a specific schedule and period of time for each one.

5. Constant Updates May Be Considered

Due to how integral checklists can be in multiple industries, it is reasonable to expect that more items will be added to your created checklist from time to time. Regardless of how simple or complex, your checklist is, it is helpful to keep a copy of your Microsoft Excel file around so that when the time comes for you to add more items, you can do so without any particular trouble or significant hassle.

6. Ensure The Safety of Both Your Hard and Soft Copy

In the event that something goes wrong, you can prevent having to start over by saving a copy of your created refined checklist. Not only is it advisable to come up with a soft copy, but a hard copy can also come in handy so that you can have a point of reference in the event of any data corruption or technological failure.