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Planning / Instructions

How to make a checklist that is convenient to use

We turn a long process into short-testsable actions for work, learning and everyday tasks.

Editorial Ladivo · Updated

From the beginning to the result

  1. Call the result

    Formulate what will be ready after the list is completed: published price, collected mail or verified report.

  2. Record the actions

    One point is one observed action. Instead of “doing a document”, write “check names and dates” or “save PDF”.

  3. Order the steps

    First preparation, then execution and check. At the end, leave an action that confirms the result, such as opening the downloaded file.

  4. Check in real work.

    Go through the process with the list once. Take the extra and add the missed. In the generator, the completed point can be marked by a prefix [x].

Example of the PRIES

Check the services names; rate prices; indicate contact; open a preview; publish a page; save a personal link; check the customer link; scan QR from the phone.

What is the checklist different from the plan

The plan can describe a great result, timetables and participants. a checklist helps to consistently perform or check short actions. For the project with dates add its timeline.

Format and Limitations

The generator is placed up to 16 points. If the steps are more, divide the list by steps. The downloaded PNG or PDF is a document: the notes in it are not synchronized with the site automatically. To re-edite, save work.

Frequent Questions

Can some points be mentioned in advance?

Yes, add [x] at the beginning of the line before creating the layout.

Suitable for printing?

Yes, download PDF and check readability on the test list.

LADIVO

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