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Know Your Client Checklist

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A checklist template, often referred to as a ‘to-do list’, in order to manage tasks or items that need to be completed before a specific date or time. It is a helpful way to keep events and activities organized within a time-frame so that they are accomplished in a helpful way so that everything planned may be completed without forgetting an appointment, task, or chore. Create by filling-in online or handwriting after selecting one of the checklists to print.

If you’re after a particular kind of to do list then feel free to search the heading you’re after and skip ahead, but otherwise strap yourself in and feel free to grab one or more of the following templates to organize your important tasks. All of these checklist samples are freely available – just open them and then make a copy to have your very own template.

Sometimes it is easier to write your task down than just remember it. This to do list form will help you manage your daily tasks. You won’t miss any important tasks that need to be accomplished.

Although using a paper checklist is an easy way to get started, software-based approaches can be more efficient in spite of the learning curve. These can remind you of events or tasks that will soon be overdue, they can also be synchronized with your phone or email, and they can be shared with others on your team, if you’re collaborating on a project.

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