Excel Checklist Template

Checklists are the most effective tools to keep organized in our personal and work life. Download our editable and fillable Excel Checklist Template to create various to-do lists for your productivity.

Basically, the checklists are simple task or item lists that should be completed by a person or by a team. So, by checking each item, you can ensure that all the needed steps are completed for a particular job, project, event or any other thing.

With our Excel Checklist Template, you can create:

• To-do lists
• Wedding checklist
• Camping checklist
• Project checklist
• Hospital bag checklist
• SEO checklists
• Cleaning checklists
• And much more…

How to use Excel Checklist Template?

Basically, this template consists of two main sections: 1. Checklist, 2. Dashboard.

Thus, you fill out your checklist and monitor your progress on the dashboard overview.

1. The Checklist

Firstly, this is a fully customizable and fillable checklist format for you to create your own checklist, no matter in which field, sector or personal event.

So, you can start with naming your checklist by editing the header. Also, feel free to edit the explanation line.

Above all, this Excel Checklist Template section ensures clarity and ease of use. It includes the following headers:

• Category: You can organize your tasks into different categories for better management and visibility.
• Item Name: Clearly define each task or item to avoid any ambiguity.
• Priority: Set the priority level for each task as High, Medium or Low priority.
• Assignee: Define the responsible person for each task. So, this is especially important for team checklists.
• Status: Lastly, you can check your completed tasks on the status column.

Also, you have a category setting part on the right side of your list. So, you can add your own categories, which will populate your dropdown menus and dashboard charts.

Additionally, on the checklist, when you select a new category, the template will give a darker border to ease your understanding among different category tasks.

So, you can easily fill out your excel checklist template format with your own information:

Additionally, if you need more rows, you can use the plus (+) sign on the left side of your list to add more lines to your list. Basically, the template allows you to add up to 150 items in 10 different categories. But as this is an editable Excel file, you can add more rows if you need.

Lastly, when you’re done with the checklist table in your Excel template, you can add notes and comments on the relevant section just below your list:

Now, we can go to the dashboard ana analyze our progress.

2. The Dashboard

In fact, the Dashboard section provides a comprehensive overview of your checklist data, presenting it in a visually engaging manner.

Firstly, you’ll find a summary of your completion status for the items in your checklist. Here you can see total item numbers with how many of them are checked and how many of them are remaining. Also, you can see the completion rate of your all tasks.

Secondly, you can see the distribution of tasks according to their priority levels in your Excel Checklist Template. So, this will help you to understand the importance levels of your tasks.

Thirdly, you will find an employee-wise task breakdown. So you can check the employee from the dropdown menu, and then the dynamic chart will show you the total and completed tasks for that employee according to the priority levels.

Lastly, you can check the category breakdown of your tasks with their completion rate. The numbers above shows you the total numbers of items under each category, with the green area showing the completion rate.

So, that’s all!

Excel Checklist Template Features Summary:

• Editable and fillable checklist
• Create any checklist you need in Excel
• Dashboard to monitor your progress
• Suitable for both teams and individuals
• To-do lists for personal and work life
• Printable checklist format
• Instant download
• Works both on Mac and Windows
• Compatible with Excel 2013 and later versions
• Does not include any VBA macros