How to Create a Checklist the Right Way? (Template Included)

We all have those weeks when the workload is just too overwhelming and we often miss out on important tasks or information. This is why checklists are important. Checklists not only allow you to better organize your tasks but also ensures there are little to no errors.

Checklists also come in handy when you need to inspect, verify, or check something. From software requirements to product launch todos- checklists are omnipresent.

Seeing how crucial they are in business activities, we have created a checklist template for you all. But before we jump into our checklist template, let us quickly explore what a checklist actually is, what are some of the benefits of creating such lists, and what to include in a checklist. Read on…

What is a Checklist? (Definition)

‍A checklist is defined as a list of tasks that need to be completed either by yourself or your team. A checklist organizes items in a systematic manner and provides you an overview of what tasks you need to accomplish instead of relying on your memory.

It’s a way to ensure everyone is on the same page with what needs to be completed and by when.

Why are Checklists Important?

‍Checklists are an important way to make sure that your tasks get completed. Checklists help create ownership, deadlines, and expectations as to when things will get finished by. It’s one of the best ways to move work forward and be productive in your work and business as a whole.

Checklists free up your mind as it allows an outlet to note down all key points you need to remember to do your job efficiently. This is turn, allows you to delegate tasks with more confidence, saving you on a ton of time and resources.

Checklists ensure that you always have a sense of direction and know what you need to do next. This excludes all the guesswork from your work and prevents you from straying away from important tasks.

How to Create a Checklist the Right Way? Follow these Steps!

A checklist can be in 3 forms- a classic list with checkboxes, in a table format, or a color-coded checklist. A typical checklist should have the following items:

Step 1. Give a name to your checklist

The name of the checklist represents the purpose and use of creating it.

Step 2. Date / Date range

This section can be created in the form of a column to determine the date or date range of each task completed or to be completed.

Step 3. Add tasks in your checklist

Add a brief description of tasks with the following details:

Add Subtasks: (Optional)
Status: Include the status of whether the task was completed, in progress, or not started.
Date Due: Add the date the task should be completed by.
Date Completed: Add the date of completion next to each task.

Step 4. Continue repeating for every task

Keep repeating these steps for each task that you have to complete.

A girl creating a checklist Most people create a checklist in physical notebooks or notepads. Using notepads or any paper document is not very scalable as there are high chances of misplacing the information and is there no sense of collaboration in case you want to share tasks with your team members.

Using a checklist tool can do wonders for your checklists and the tasks can easily be shared amongst your team members. This is where Bit comes in…

Bit.ai: The Best Checklist Creator and Manager

Bit is well rounded and simple enough to be used as a checklist app by an individual and powerful enough to be used as a full-fledged collaboration and documentation tool for teams to manage all their work. If you are looking for a new, advanced yet simple editor to jot down your checklist items and tasks, look no further!

Bit.ai: Document collaboration tool

Bit’s smart, minimal editor is perfect for distraction-free note-taking and to-dos. No more word-styled ribbon with confusing and distracting tabs and buttons.

The support for Markdown gets rid of all the distractions of a formatting toolbar and mouse clicks by helping you focus on your checklist items and tasks without lifting your fingers off of the keyboard.

One of the best parts is that all the digital assets you need to get work done can be included seamlessly (files, images, editable visual web links, rich embeds, etc.)

Bit has an amazing UI that’s easy to understand by a new user, making onboarding easier. The user experience is phenomenal too as things flow from documents to workspaces swiftly.

No matter if you want to create a checklist for personal use or professional use, Bit’s amazing organizational capabilities help arrange your information easily.

Create Interactive Checklist: You can add content from over 100+ various applications that will live inside of your checklists. Add Excel spreadsheets, PDFs, Google Forms, Gantt charts, Maps, YouTube videos- basically anything on the internet with a link and Bit will automatically convert that into live content living inside your document!

Collaborate in real-time: Multiple people can simultaneously collaborate on a Bit smart document in real-time. It’s a great way for employees to assign to-dos, discuss project details, work on spreadsheets, brainstorm ideas, collaborate on documents, share assets, and more. Bit’s sleek, minimal and distraction-free editor makes a great tool for documentation.

Avoid Confusion: With the ability to tag co-workers, chat, and collaborate on a document in real-time, teams (especially if you have remote workers) can stay on the same page and avoid confusion and chaos.

Multiple ways to share: Bit documents can be shared in a live state meaning that all changes that you make to the document will update in real-time. If you are sharing your checklists with clients, they will always get your most up-to-date changes.

You can even embed Bit checklists on any website or blog. Since Bit documents are render and are responsive, any changes made to the checklists will reflect live on the site! Moreover, features like document tracking, password protection, file access restrictions, etc. help keep your checklists and other workplace documents safe.

Bit provides a common workplace for team members and executives to collaborate, share their knowledge, brainstorm ideas and innovate together. The best part is that this data is safely secured in your workspaces and can be shared (or kept private) with anyone in your organization!

Here are some of the main benefits of using Bit:

Collaborate in real-time
Interlink process documents
Create fully responsive documents
Create private SMART Goals only visible to yourself or your team
Track engagement on shared SMART Goals with clients, partners, etc.

Checklist Template

To make the process of creating checklists easier, we have created a ready-made Checklist template for you! Check it out below:

How to use Checklist Template with Bit

The process of creating a checklist document on Bit is insanely easy! Just follow these four simple steps to create a checklist document quickly:

Step 1: Create a Bit Account

Go the home page of Bit.ai and click on Get Started for Free or Sign Up to get started. Enter your email address to sign up. Once in, you can create your personal profile.

Step 2: Create a Workspace

Workspaces are where the work gets done. Click on the ‘Create Workspace’ button on the right. A popup will show up prompting you to add a name for your new workspace.

You can create a workspace around a team, department, large project, client, partner, etc. Inside each workspace, you can create an unlimited amount of Bit documents and access your content library (storage area for all of your digital assets – web links, files, cloud files, rich embeds, etc.).

Step 3: Add Team Members

Bit allows your team members to collaborate in real-time and get work done. Collaboration starts at the workspace level.

You create private workspaces by default. However, you can invite others to join you inside of a workspace and collaborate together with the knowledge, projects, documents and content inside of the workspace.

Step 4: Create Your Desired Document

Once you are in the workspace, click on the ‘Create New’ button. Select ‘From Template’ in the dropdown. A pop up will display allowing you to select a template from the gallery.

In the search box on the top left corner, you can search for “checklist template”. Once your desired template pops up, click on it and click on the “Use Template” button on the bottom right corner.

That’s it! Your checklist document is ready for use!

Our team at bit.ai has created a few awesome business templates to make your business processes more efficient. Make sure to check them out before you go, your team might need them!

🎥Watch this video to learn more👇

Final Words

Whether you need a tool to create checklists, create tasks and to-dos, document your ideas, or brainstorm on an upcoming project, Bit is there for your every need.

If you are looking for well-rounded, easy-to-use documentation that can be used for both personal as well as professional tasks, Bit is the perfect software for you. If you need any help with our checklist template or want to know how Bit can help your business, let us know by tweeting us @bit_docs. Cheers!

Further reads:

How to Create a Checklist the Right Way? (Template Included)

What is a Checklist? (Definition)

Why are Checklists Important?