How to Use Checklists

Step 1: Build Templates

Templates contain the essential steps that must be done during a process. Use templates as your starting point, and create a new checklist each time you run through the process.

Step 2: Create Working Lists

Create a new checklist from a master template, and customize it before or during your process.

Step 3: Carry Out Your Process

Follow the checklist during your process to make sure essential items have been completed.