Creating Checklists

Creating Checklists

The first step in creating checklists is to define your goals for writing it. 

If you find yourself having to do the same tasks over and over again, consider creating checklists to keep track of your steps and make sure that you don’t forget anything along the way.

You probably know what checklists are, but do you know how to create one? 

By making use of checklists and reminders, you can cut down on mistakes and save time, too!

Here are some tips to help make your next checklist better than ever.

What is a Checklist?

Let’s start with the basics, what is a checklist? A checklist is a list of tasks that needs to be done or goals that need to be accomplished. 

In simple terms, a checklist is a list of steps you should take when performing a task. A checklist can be made for any type of activity, ranging from simple daily tasks such as cleaning your desk at work or remembering your keys when you leave home to more complex procedures such as delivering a presentation in front of an audience or building a house.

Who can use Checklists?

No matter what your line of work, you can always benefit from creating checklists. Checklists help clarify and formalize important processes and procedures and make them more efficient; they’re especially helpful when it comes to time-sensitive tasks.

There are many checklists for many different kinds of situations, but I’m going to focus on how to use checklists in business.

Checklists are used by pilots (preflight checklist), soldiers, architects, doctors, lawyers, NASA—anyone responsible for performing tasks that require extreme attention to detail. By breaking complex procedures into simple steps, checklists help ensure that even stressful situations are handled methodically, effectively and safely.

To demonstrate how powerful checklists can be when applied correctly in business contexts, consider these stories:

Saving lives after surgery after a checklist was introduced by WHO after research from Atul Gawande who wrote the Checklist Manifesto showed it could reduce infection and deaths after surgery.

Checklists for airplane safety have saved numerous lives. Aviation safety example in 2008, British Airways flight from China ice crystals had formed in the fuel lines.Boeing created a checklist of new procedures to deal with the problem. Later that year, it was used, when a Delta flight had the same problem. Pilots followed the checklist and saved 247 lives.

Why Use a Checklist?

There are many reasons for creating checklists. It’s an easy way to document how you do something, which is especially helpful if someone else needs to take over at some point. It makes your processes more consistent, which gives you more control over them and reduces mistakes and human error.

And it can help you think through all your steps ahead of time, so that you don’t leave anything out—and it helps you focus on what really matters at each step.

How do you write a good checklist?

The first step in creating checklists is to define your goals for writing it. Do you need it for general purposes, or do you have specific goals? 

One of most important considerations in creating your checklist is determining its maximum size. A general rule of thumb that many experts agree on is that you should try and limit your list to 6/ 10 items. The most important thing is that you make it simple and fairly short.

Create your checklist with short, easy-to-understand steps but with detailed information to guide and be a single source of truth for the process. This will help you and others use it more effectively and adhere to it better.

For example, if you’re operating within an industry with company-specific processes, you might include them on your checklists. If you want to create checklists that are applicable across many industries, be sure they contain elements that are easily transferable between industries.

What is a checklist format?

Though there are several different ways of creating checklists, most experts agree that there are two types of checklist.

They are considered best practice tools that can improve efficiency and accuracy by helping people follow correct procedures in proper sequence.

A checklist is a list of items you want to complete or verify they have been completed. It is often used in relation to lists of things that need doing, either regularly (such as lists of daily tasks, weekly or monthly) or for one-off tasks.

Checklists usually have a way to make the item off as complete.

What are the different methods of checklist?

Checklists can be as simple or as complicated as needed. If you’re creating a checklist for a few simple tasks, then they can be created using an old-fashioned notepad and pen or perhaps Microsoft word or Google Docs.

However, if you’re writing a more complex list that needs to be updated regularly and distributed to multiple people, then you might want to look into checklist software solutions for managing your checklists online in a collaborative space.

Creating Checklists for Processes

A checklist is an easy-to-follow list of steps or procedures that you follow when you complete specific tasks or when you’re in certain situations. 

Checklists typically include a set of  instructions to guide you through a process and help avoid mistakes and missed tasks. Many companies use checklists as part of their internal controls on how tasks and processes should be completed.

Creating checklists helps make sure your team members always execute their duties exactly as planned and can help reduce errors and improve safety. You can also use checklists to help you manage your time and prioritise tasks more effectively, saving you valuable time and money.

Creating checklists allows you to run through your processes and spot any snags before they cause problems. They act as an overview of what you need to get done, reminding you of each step along the way.

Creating checklists Made Easy

If you’re looking for a way to simplify tasks, processes and procedures, consider using a process management software with workflow management. It can integrate best practices into automated checklists that walk users through every step of an action.

If you’re looking for an easy-to-use, intuitive way to make quick work of creating professional checklists, try a Checklist Software like Checkify.

Creating checklists couldn’t be easier using a checklist software. This offers you a way to document processes, create workflow and create checklists with superpowers with integrations and API.

Try checkify for your Team Checklists

FREE trial   –   No credit card needed

Still have questions? We’ve got answers.

A checklist is a series of steps that have been developed for repetitive task management and recurring process.

Simple way to explain the difference between a to-do list and a checklist.

To-do list ‘what to do’ and a checklist ‘how to do’ it.


How many types of checklist are there? Two. What are the two types of checklists? Read-Do and Do-Confirm checklists are about how you use checklists.

Read More: Types of checklist: What are the two most powerful Checklists Types?

Whatever your profession, there are going to be tasks you have to perform, and no matter how much experience or training you have, there is a likelihood you might overlook important tasks or steps. A checklist can help you reduce the chance of this happening.

Read More: Why are checklists useful in the workplace?

Checklists have been proven over and over again to organise and manage tasks, reduce errors, maintain consistency, increase efficiency, productivity, and ensure all steps in a task is completed.

Read More: Why is a Checklist Important?