30-04-2021

Checklist Pro



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  2. Checklist Process

Make sure you’re on a Housecall Pro Grow plan (or above) 2. Turn on checklists in the app store. Create checklist templates. Add a checklist to your jobs. Technician completes checklist on the job. Attach the completed checklist to your customer invoice. Whether you are starting a new business or looking to optimize the running of an existing, we are sure to have a checklist to help you get stuff done. Business Finance HR Events Management Safety Marketing. Event Checklist. Business Startup. Safety Checklist. Join us for the New Checklist Beta; Checklist Pro is available! SafetyCulture provides the checklists, templates, and summaries below on a non-site specific and generic basis, and only for informational purposes. By using or downloading any of the checklists or templates, you are doing so at your own risk. You acknowledge that each checklist or template is not a substitute for professional advice. A checklist is a type of informational job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the 'to do list.' Capabilities: - Comes with prepopulated checklists in the application.

Customize a checklist to suit your design tastes and organizational style. Some people like extensive checklists while some would rather have short ones. Some are satisfied with using words while others might be more visual and would prefer adding images or graphics to theirs.

Design a checklist with free online templates.

Checklists are an excellent way to prioritize your to-dos, stay on task, and knock out your needs one box at a time. You can create one for yourself, for a training program, a wedding, a camping trip, a moving day, an upcoming trip, preparing for college, or so many other needs. Make the most of your workflow with a custom-made checklist created with Adobe Spark Post.

How to make your custom checklist.

Dive into Adobe Spark’s inspiration gallery to discover professionally-designed checklist templates ready to use. Choose a template that resonates with you, and then make it your own.
Customize your template to create the perfect checklist. Adjust the typography, or add imagery such as borders, headers, or icons to pair with each task. If you have personal branding, such as logos or graphics, upload them to Adobe Spark Post and drop them in.
Adobe Spark makes it easy to re-size graphics. Select the re-size option, choose a new canvas, and watch as Adobe Spark automatically re-sizes your design to fit the new layout. Making an infographic checklist? Turn your design into a poster to print out and hang. If you’re creating a grocery store checklist, make sure your art is the right size to print at home or read on your phone.
Once your checklist has it all, hit that publish button. You can share it digitally via email, link sharing, or your social platforms. Or print out your checklist to keep in your pocket, planner, or on your wall. Adobe Spark saves your designs, so you can always revisit your creation if you need to update your tasks.

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Adapting a checklist template is simple with Adobe Spark.

Explore countless checklist templates to help you get started building your own. Adobe Spark Post features checklist samples made by professional designers that serve as a strong foundation, so all you need to do is customize and let your creativity shine. Check out our guide below for tips on building your next checklist with Adobe Spark Post.

Let Adobe Spark be your checklist design expert.

Hone your creativity with the power of Adobe Spark Post. Explore professionally designed templates to get your wheels spinning or create your checklist from scratch. Establish a theme for your designs using photos, icons, logos, personalized fonts, and other customizable elements to make them feel entirely authentic. Duplicate designs and re-size them to create consistency across multiple types of assets. With Adobe Spark Post, it’s free and easy to make, save, and share your designs within minutes.

Create a Printable Checklist using Microsoft Excel® | Updated 6/11/2020

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.

Check List Templates


Prepare for a visit, spring-clean, or create a cleaning schedule.
A room-by-room checklist for seasonal cleaning.
Be prepared for your vacation, business travel, or college.
Download a general checklist for your camping trip.
Use this backpacking list to help you remember the essentials. Includes packing tips.
Things to do to get ready and things to do after you've moved.
Stuff you'll need to have or do after that new baby comes.
Print a simple blank grocery list or a categorized grocery list.
This annual calendar was designed to be used as a New Year's Resolution Checklist.
Stuff to consider when planning a wedding.
A new look for our original wedding checklist template.
Uses fun Excel features like conditional formatting to cross out items when completed.
A general-purpose task list for assignments, projects, or whatever.
Grocery List with Meals
Excel, PDF, GS
List your weekly meals and create a categorized grocery list using this simple template for Excel.
Grocery Checklist - Print and Fold
Excel, PDF, GS
Print four separate grocery lists on a single page then fold in half twice to make a list that fits in your pocket.

To Do and Task Lists


Great for creating to do lists for projects.
A printable to do list for highlighting primary and secondary tasks.
A very simple 2-column or 3-column to do list for Excel or PDF.
A to do list spreadsheet designed for tracking homework assignments.
Print a to do list for checking off your most important tasks on specific days of the week.
Print separate to do lists for different family members or task categories on one page.
A simple general-purpose Excel task list for simple projects.
A simple task list that demonstrates the use of custom icon sets to display priorities.
Download templates for tracking and ranking action items.

Other List Templates


Keep track of wedding invites and RSVPs for your wedding dinner and reception.
Make a list of people to invite to your wedding dinner and reception. Track RSVPs and estimate costs.
Create a list for gifts, Christmas cards, service company contacts, etc.
Create and print a list of medications, pills, vitamins, and supplements.
Add a Customer List worksheet to your invoice, work order, or other worksheet. Includes instructions for how to set up a drop-down list and create lookup formulas.
Keep track of your online usernames and passwords with a printable password list. Remember to store your list in a secure location.
Maintain a sortable list of online usernames and passwords using Excel. Remember to store your data securely. Not recommended for websites that store financial or other sensitive data.
Track grocery prices so that you can know when to buy items on sale. Edit and use on the go via mobile Excel.
Feature Comparison Template
Excel
This template includes many different techniques for creating a feature comparison table with ratings and check marks.
Pros and Cons List

Checklist Process

Excel, GS
Create a pros and cons list when you need help making an important decision.
Phone List Template
Excel
Learn how to create a sortable 2-column phone directory in Excel.
Home Inspection Checklist
Excel, Word, PDF, GSPro
A room-by-room inspection checklist for home buyers and sellers. For personal use, not for official certified inspections.
SMART Goal Worksheet
Excel, GS, PDF
Create a SMART goal and check off the steps as you complete them.

Creating Checklists in Excel

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.

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