Editable Checklist Template- The Best Way to Keep Track of Your Projects

What is editable checklist template?

In our busy lives, there are many times when we overlook or forget some tasks. When you need a quick recall for all the tasks you have to do, opting for a checklist is a good option. Using a checklist template is a way to set up consistent task management processes in an easy and quick manner. You can use checklist templates to set up lists for oft-repeated tasks to better your performance. The online templates are not just for checklists, you can also use them for folders and tasks among others.
When using list templates, it is better to opt for editable templates, as you can easily make changes to your daily routine on the go. For instance, while making a task list template, you can fill in your list of tasks on a blank checklist, edit it if needed for changing or modifying a task and print and distribute it.
Using an editable checklist template gives you a proper layout and structure for your task checklist.
There are many sites and apps where you can find editable list templates for making daily or weekly checklist templates to help you organize your schedule and tasks. You can also opt for Microsoft Word or Excel templates.

The importance of editable checklist template

If you have not opted for a List Template to keep track of your tasks and time schedule, here are some reasons which will convince you-

• Using a checklist template lets you set everything up in a clear manner. A checklist makes sure every team member knows what they have to do during a task.
• A list template should provide you with the option to collaborate on a task. You can do it either by adding comments or file attachments to the task list. This option helps keep track of what is going on and keeps everyone involved. A task list template should also let you add more people to a task to allow you to share the workload.
• When you create checklist, it should also give you the option to set due dates for every task on the task list as this helps you arrange the tasks in order of priority.

The benefits of an editable checklist template

As we have seen, a checklist can be called a standard list of steps which has been created for repetitive tasks. A checklist helps us reach our goals, one step at a time, as we complete our tasks and cross them from the weekly or daily checklist. Using an editable checklist template makes life easier and provides the following benefits-

• The main and most important benefit of a checklist is that it helps people stay organized and not skip any steps of a process.
• A checklist is a motivator to take action and finish tasks. When we complete tasks and see ourselves moving towards our goals, we are motivated to stick to the tasks and deadlines. Using checklist templates help us be more efficient and also saves time.
• When we are able to focus and complete tasks on time and check them off the task lists, it leaves us with free time to focus on creative activities.
• A list is a great way to be specific in your goal setting and also helps in delegating tasks when we find ourselves with too much on our plate. A list template helps us organize tasks according to priority and identify tasks which can be delegated.
• Use of checklist also improves productivity. But remember checklists are just reference points, don't adhere to them strictly, which may cause you to develop fatigue for them. It is important that good training is provided to develop skills.
• Checklists also reduce the stress of wondering what to do next as they have templates which follow certain workflows so that you don't have to spend time building a workflow from scratch.
• Many app and software like Zip Checklist allow users to add multiple checklists on a single card and keep track of all subtasks.

How to create an online editable checklist template?

If reading the benefits of using an online editable Checklist Template has convinced you to start using them to manage your tasks and daily schedules, then here is a guide on how to create an online editable checklist template so that you can create checklist on your own and start streamlining your workflow.
Here is how you create checklist-

• Most apps and software have blank checklist templates available, no matter which plan you choose. You can also opt for one of the many available templates for free online.
• If you are using a trial version or a guest account, the types of templates you can access depend on the permission you have- with full permission, you can create edit or remove checklist templates. If you have edit permission, you can create checklist, edit, and apply templates, but can't remove them.
• After looking at your permissions, here is how you can finally start to create a list- Open a blank checklist and create items by clicking on the 'to do' section.
• Click on the drop down menu and add the number of list items you need.
• Type the name of your new template creation.
• Click on 'save template' and select who can have access to your template. The options you have are when only you have access; when all team members can access the list template; when only the admins can access the template and when the admin selects people to share the template with.
• Click on save template again and you have the customized checklist template ready.

Types of editable checklist template for your day to day work

There are many types of editable checklists you can opt for when you are working. Most list templates can be used anywhere, whether you are based in the United States or Canada. Here are some types that can help you maintain a daily or weekly schedule-

• To-do lists- These are the most common and easy to use checklist templates. The task list templates are used to just note down a list of tasks that need to be completed but there can be no particular order. The to-do lists often have long-term goals and tasks listed that should be completed. Most checklists have tasks that may not be related to each other. Most inspection tasks are listed on to-do lists to make sure that a job is performed and is not overlooked or forgotten.
• Training checklists- These checklist templates are used when an organization needs to train employees for certain skills or knowledge bases so that they can be competent on the job. Organizations not only have to provide training but also evaluate the employees regularly.
• Task list- When you say list templates, 90% of the time you are talking about task lists. Though it might sound similar to a to-do list, a task list like an Inventory Checklist is organized in order of priority and needs to be completed as per the order of tasks. There are two types of task lists. Pre-work inspection list is to ensure that all tasks can be performed without a hitch and emergency list is all about when the tasks have a particular order that needs to be followed as each task has a deadline.
• Troubleshooting list- To avoid any potential issues arising while working on a project, a checklist template is prepared which outlines steps to take if there is an issue. A troubleshooting checklist template will have the appropriate plan of action to make sure a safe work environment is maintained.
• Coordination checklists- This type of checklist is used to coordinate between multiple team members working on a project. A job hazard analysis is also a coordination checklist where each job is broken down into doable tasks which will not put the employees at risk.

How to create a custom editable checklist template

If you are tired or bored of using the checklist templates available on your software or app or using the free checklist options from website, there are way to customize your template. Here are some basic steps on how to customize your templates-

• Open your app, software or the website you have been using and explore the checklist templates that can be used. Choose the template that catches your fancy.
• Now you can customize your blank checklist template by adjusting the typography or adding borders or icons for each task. If you have branding or logos, you can add them in.
• Once you have selected the format you want for future list templates, resize the custom made template to fit the format you have chosen.
• Save the customized template in the format you want - PDF, PNG, or JPEG so that you can print and share your checklist template.

How to edit a to-do list with an online editor

Most of the templates available on apps or software can be edited online to customize them or edit the tasks. It is easier to edit a template rather than editing a Microsoft Word document. The design will turn out better be much more attractive than list in Excel.
Here is how you can edit a list template with an online editor-

• Open the checklist you want to modify and turn the Edit mode on. Click on the item and edit it. Save the edited portion. If you want to delete any task on the list, click on the delete tab to remove the item.
• You can also modify the text fields of the to-do lists, change the sizes and fonts, add corporate logo or branding or replace or add icons from the editor.
• While editing the list, also look at the grammar and sentencing so that you are precise in your task preparation.