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I’ve read articles and reports that reference the mental benefits of making lists from a psychological standpoint – there’s a sense of accomplishment in developing them and crossing the to do’s off when achieved.” Then, I make a second list outlining three to five “to do’s” for my personal life. I like to identify and write down the top three to five priorities I have for work each day.

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“I’m a fan of making lists from both a personal and professional standpoint. Michael Stahl, executive vice president and chief marketing officer of HealthMarkets, is much the same as us with how he uses checklists: It just helps keep you on track and limits the time you spend on unnecessary or less critical tasks.” I find that my days are most productive when I spend the first 10 minutes writing up a list of what I need to get done that day, and on Monday you can do this as an overview for the week as a whole. When you have a lot of moving parts in your job and things to check up on, a checklist is crucial. “I am someone who absolutely loves a good checklist! Whether it’s a list of life admin tasks or a simple shopping list I find that they help to keep me focused on exactly what I need to achieve. Louis Watton, marketing executive at Shiply, takes a similar position to me and tells us: So, every day my checklist is both an ad hoc checklist for my organization of one-off tasks, and a list of regular duties which I need to complete – a fairly regular business process, if you will!īut I’m not the only person who uses checklists in this way… How do you use checklists in the workplace for personal organization? (Source) The more something continues to show up in the ad hoc section of “big tasks for the day”, the higher the chance I’ll systemize it and move it to my “daily recurring tasks” section. Once I enter those in, they automatically populate the third section of my checklist – my big tasks for the day.ĭaily recurring tasks might include processing my different email inboxes, approving comments for the blog, checking up on the team, or reviewing submissions and proposals from across the company. I have 5 form fields to enter my key goals for the day. In my intro steps, I have one task which asks me what my main objectives for the day are. Specifically, it’s split into the following categories: Take the daily checklist I use to start my day off as a prime example of that.

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If you write down a series of tasks you want to get done then you’ll benefit from making it actionable. Taking notes or recording potential action items is a really good way to make sure you don’t forget tasks or items which could be important.īut simply taking notes isn’t enough. The classic approach to checklists is to employ them as a kind of actionable note-taking solution. Start using Process Street checklists in your workplace today!Ĭhecklists in the workplace: Notes and ad hoc checklists for organization.Gaffes and mixups the hilarious happenings of checklists gone wrong!.How not to use checklists in the workplace.Checklists in the workplace: Idea generation and getting good work done.Checklists in the workplace: Employee tasks and recurring processes for efficiency.Checklists in the workplace: Notes and ad hoc checklists for organization.

In this article, you’ll look at a few different ways of employing checklists and get great insight and input from across the industry, as part of Process Street’s original research. So I think I have a pretty strong case for why the most common actions benefit most from checklists, but that doesn’t necessarily tell us how they can work best for you. This is compounded if you use a tool like Process Street due to its automation potential you can automate data entry for data gathered during the task, you can trigger another action in another app, or you can automate the approval process for a completed task. Therefore, using a checklist to follow a business process for a task which you do multiple times a day will give you the highest efficiency savings and output increases. Moreover, the more you follow a business process, the more you understand it’s faults and failings, allowing you to make improvements. My reasoning here is that following the checklist gives you incremental benefits, so the more you follow it the more you benefit. My personal view is that they’re most useful for highly regular recurring tasks, like a sales call or dealing with an IT support ticket. I have a checklist for my daily tasks, a checklist for writing this blog post, and even a checklist for planning our monthly sprint!īasically, no task is too big nor too small for a checklist.īut it got us thinking – what are the best ways to use checklists to get maximum value from them? At Process Street, we’re all about checklists.

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