Checklist form template

About this checklist form

A checklist form makes sure routine work is done the same way every time and gives a record of who checked it and when. Opening and closing routines, equipment checks, event set-up, safety walks and onboarding steps all work well as checklists.

This template is a table: write each item once, then tick “Done”, “Not done” or “N/A” with a comment. A sign-off section at the end records who completed and who verified the list.

What’s on the checklist form

The template has 3 sections and 8 questions. Every one can be renamed, moved or deleted.

• Details: Checklist for; Location or area; Date; Completed by
• Items: Checklist table (#, Item or task, Done / Not done / N/A, Comments)
• Sign-off: Issues found and action taken; Completed by with date; Verified by with date

Tips

• Write items in the order they are actually done.
• Keep each item to one action, so it’s clearly done or not.
• For recurring site checks with ratings, the inspection form may suit better.

Four ways to save it

A fillable PDF has typing boxes, tick boxes and choices built in. A printable PDF gives clean boxes and writing lines for pen and paper. The Word file can be edited further, and the HTML code adds the same questions to a website. Browse more form templates, or design a completely different layout in the custom form builder.