Checklist Template

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Stay on top of your tasks with the My Checklist template.

This template helps you categorize your to-dos into personal, work, and other sections for better organization. Simply fill in each category with your tasks and prioritize them according to your needs. Whether you’re managing daily simple tasks, work assignments, or other things you need to do, this checklist ensures you stay organized and focused on what matters most.

My checklists

This mind map contains some example checklists that you can modify or delete.

You can add new checklists OR add new steps to the existing ones.

Read more about how to use checklists in the Mindomo blog.

Other checklists

Create your own checklists and add a link to them.

To add a new checklist, press the Insert or TAB key or create a checklist on the spot.

Create or attach checklist

Create or attach checklist.

tasks

Add tasks.

Work checklists

You can copy this topic to create a new category of checklists.

To add a new checklist to 'Work checklists', press the Insert key.

Review a project

Use this checklist to review the status of a project and decide on corrective actions.

Review Risks

• Are the project risks adequately identified?
• Are the project risks adequately controlled?
• Has the performance of the project so far been within the original risk assessment, or have unexpected things happened?

Review Issues

• What issues or blockages are slowing down the project?
• What action needs to be taken to remove them?

Review resources

• Does the project have sufficient resources and skills?
• Does the project have adequate processes (e.g. change management)?
• What improvements are needed?

Review budget

• Is the project running ahead of or behind budget?

Review schedule

• Are deliveries and milestones on schedule or behind schedule?
• What action is needed to get the project on schedule?

Evaluate a quotation

Use this checklist to help evaluate a quotation received from a supplier.

Reputation

• What reputation does this supplier or product have?
• How long have they been established?
• Are you able to talk to other customers before ordering?

Warranty

• Can you change your mind after ordering?
• What warranty is offered?
• How expensive will it be to replace or repair outside warranty?
• What after-sales service is offered?
• What will you do if after-sales service or warranty are not what you expect?

Availability

• Is the product or service available when you need it?
• Will there be delivery delays?

Pricing

• Is the price fair and competitive?
• It is too cheap, meaning there may be inadequate after-sales service?
• Is everything you require included, or will there be other costs in the future?
• What credit terms are offered?

Requirements

• Does the quotation meet all requirements that were requested?
• What else has been included that you don't need?
• Are you able to verify that all requirements have been met?
• What evidence is provided that requirements will be met?

Set priorities

Use this checklist to help with task prioritisation.

To add a new step to Set priorities, press Insert or TAB key.

Neither important nor urgent

Identify tasks that you will defer and may never do.

Urgent

Identify tasks that are 'urgent' as defined by someone else, but do not contribute to longer term goals.

Important

Identify tasks that contribute to long term goals, but are not time-sensitive.

Important and urgent

Identify which tasks are both important (contribute towards long term goals) and time-sensitive.

Personal checklists

You can copy this topic to create a new category of checklists.

To add a new checklist to 'Personal checklists', press the Insert or TAB key.

Prepare for an online meeting

• Get ready for an online business meeting.

To add a new step to 'Prepare for an
online meeting', press Insert or click the button below.

Turn on Focus Assist

• If you computer has a way to suppress notifications and sounds, make sure you enable it to avoid interruptions while you are sharing your screen.

Press Enter to add another step to 'Prepare for an
online meeting'.

Spare mouse battery

• If your computer mouse has a battery in it, make sure you have a spare battery nearby.

Press Enter to add another step to 'Prepare for an
online meeting'.

Shut down other apps

• Close down other applications on your computer that you don't want to share accidentally.

Press Enter to add another step to 'Prepare for an
online meeting'.

Check sound and camera

• Run a sound check.
• Make sure you know how to mute and unmute yourself.
• Check your name in the online meeting application.

Press Enter to add another step to 'Prepare for an
online meeting'.

Set a backdrop

Either tidy up your office, or arrange a green screen and electronic backdrop.

Close windows & doors

Minimise external noise.

Set phones to silent

Set mobile and desk phones to silent.

Press Enter to add another step to 'Prepare for an
online meeting'.

Check the meeting link

• Make sure you have an up to date meeting link.
• If your meeting covers multiple time zones, check that the times are correct for each area.

Press Enter to add another step to 'Prepare for an
online meeting'.

Materials circulated beforehand

• Ensure that agendas and any materials required during the meeting have been circulated beforehand.

Press Enter to add another step to 'Prepare for an
online meeting'.

Monthly plan

• Add here your to-dos for the month.

To add a new step to 'Monthly plan', press Insert or Tab key.

Review Daily Dashboard

Review your Daily Dashboard map to make sure it is helping you to manage your workload effectively.

• Remove projects that have been finished.
• Remove projects that have been cancelled.
• Remove resources that you don't use and are unlikely to use again.
• Add any new projects or resources that you have been using in the last month.
• Make sure that existing resources are accurate.

Press Enter to add another task.

Administrative updates

• Collate and file receipts, invoices and expenses.
• Update other business records.

Press Enter to add another task.

Set training objectives

• What do you plan to learn this month?

Press Enter to add another task.

Schedule meetings and reviews

• Schedule meetings and reviews for periodic activities, such as project reviews, client contact and personnel reviews.

Press Enter to add another task.

Review appointments and deadlines

• Review important appointments and deadlines for the coming month and ensure that you allow adequate preparation time.

Press Enter to add another task.

Weekly plan

• Add here your to-dos for the week.
• At the end of each week, make a plan for next week.

To add a new step to 'Weekly plan', press Insert or Tab key.

Empty inbox

• Get your email inbox to empty, making sure that all open tasks are identified.

Press Enter to add another step to 'Weekly plan'.

Set 3 major objectives

• Identify three things that you will achieve this week.

Press Enter to add another step to 'Weekly plan'.

• Look ahead at appointments for the coming week so that you can plan around them.
• Allow enough time to prepare for them.

Press Enter to add another step to 'Weekly plan'.

Daily plan

Add here your to-dos for the day!

To add a new step to 'Daily plan', press Insert or Tab key.

task

subtask

Top 3 actions for today

• Write down your top 3 tasks for today.

Add notes
Add hyperlink

Press Enter to add another step to 'Daily plan'.

Review appointments

• Check that all appointments are prepared.
• Include a link to online calendar.

Add notes
Add hyperlink

Press Enter to add another step to 'Daily plan'.

Review starred emails

• Check for emails or messages that require action.
• Include a link to email.

Add notes
Add hyperlink

Press Enter to add another step to 'Daily plan'.

Update time sheets

• Add any essential detail to help with completion of this step, e.g. notes, a web address or contact details.
• Include a link to time recording system.

Add notes
Add hyperlink

Press Enter to add another task to 'Daily plan'.