Checklists prevent you from forgetting things. Many times, we as human beings tend to skip many things knowingly or unknowingly. Checklists, however, lays stringent benchmarks for each and every process and see the functioning to be fool-proof. There is a wide range of checklists practiced all over and below are few finance integration checklist templates for you.
By keeping such a checklist, you make sure that your tasks are written down all in one place so you do not forget anything important. And by prioritizing tasks, you plan the order in which you’ll do them, so that you can tell what needs your immediate attention, and what you can leave until later.
Or, imagine you’re in a sales role and have a long list of people who you need to talk to. You write out a checklist of everyone you need to call and every client you need to see, and start prioritizing.
Mark the importance of the task next to it, with a priority from A (very important) to F (unimportant). Redraft the list into this order of importance. Then carry out the jobs at the top of the list first. These are the most important, most beneficial tasks to complete. You can also use software-based approaches to manage your checklist. You can often access these from anywhere, and they can often be synced with your Smartphone or PDA.