Why is this better than a paper checklist? If you like, you can add comments to the steps to give yourself more information. When you do that, you give your checklist a name and start ticking the boxes off as you work through it. Instead of printing the checklist out every time you want to fill it in, you can do the electronic equivalent of that, which is clicking ‘Run’ inside Process Street. But if you are, an electronic checklist is a much better option. There are times where a paper checklist is the only option, like when you’re not near a computer or smartphone for the day. Taking it one step further: using checklists electronically Now you’ll notice a new menu on the right, with the option to export your template as a PDF. Saving changes takes you from ‘edit’ mode to ‘view’ mode. Just hit the green button at the top left. Save your template’s changesīefore you export, you’re going to have to save the template’s changes. You can even use the widgets on the right to add images, files, forms or more text description. Go ahead and add your tasks by typing, then pressing enter to move onto the next task. On the next screen, you’ll see a blank template, ready to be filled in however you choose. Add your checklist tasks in the boxes on the right This will be the title at the top of your PDF document. This will bring up a prompt asking you to name your template. Click it, and select ‘New blank template’. Once you’re inside, you’ll see a green button labeled ‘New’. Sign up for Process Street and make your templateĭon’t have an account? Click here to sign up. Instead of making your own checklist in Word from scratch, you’ll get better results exporting a Process Street checklist to PDF and printing it out there. How to create PDF checklists with Process Street If that sounds good, go ahead and sign up for a Process Street account and get in touch if you need any help at all getting set up. If you like, you can even export your checklists to PDF and print them off! Whatever kind of checklist you need, you can make it in Process Street. The daily checklist above is only an example. If you click ‘Give me this checklist’, you can create a Process Street account and it’ll add the checklist in there for you. Here’s an example of a daily routine template you could use: Have you tried Process Street? Process Street is a free checklist tool that lets you create as many different checklist templates as you like, then you can run them as checklists and tick them off as you complete the task. Here’s an alternative… An online interactive checklist is a better way to go Using checklists in Word is a little awkward, isn’t it? It’s not made for checklists. You can’t share them with others easilyĬlick here to download your Word checklist template.If you have a lot of papers around, they can get lost.There’s a bit of trouble associated with paper checklists, however. Simply change the title to whichever list you’re making right now or, alternatively, print it out and fill it in. It’s easily customizable, and shouldn’t be much trouble to edit inside Word if you want to include more or fewer boxes / pages.īelow is what it looks like as a full page. If you’re into printing out and filling in your checklists, here’s a 1-page Microsoft Word checklist template.
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