General Checklist Form Template

Questions to consider for your general checklist form

Use these questions as suggestions when editing your copy. Keep the ones that fit your purpose and add any details your process needs.

• What should this checklist be called?
• What process or handoff does it cover?
• Which tasks need to be included?
• Who should review or own the checklist?
• When should it be reviewed or updated?

How to use the responses

The actual example asks for a checklist name, description, and a written list of tasks. Use clear task names and put items in the order they should be reviewed. If you want people to report completed items, replace or supplement the text list with appropriate choice questions in your copy. Review incomplete or unclear entries with the person responsible. Submitting this form records a checklist; it does not maintain live task statuses, assign work, or send reminders automatically.

How to customize and share this template

1. Make a copy, then replace the welcome text with the reason you are asking and what happens after submission.
2. Edit the fields around your process. Require only the information you need to take the next step, and use answer choices when a consistent format helps.
3. Preview the form on a phone, check every question path, then publish a link or add the form to your website.