Mastering procedural processes and repetitive tasks with checklists allows you to focus on the larger goals at hand. It’s the minutiae of the workday that can be easily forgotten at the detriment of other important projects.
But in you’re in an operational role, or if tasks are large or dependent on too many other people, then it may be better to focus on a longer-term checklist, and "chip away" at it day-by-day. Many people find it helpful to spend, say, 10 minutes at the end of the day, organizing tasks on their list for the next day.
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.
Structure your checklist by team member, writing out tasks and deadlines for every person on the project. Each day as you write out your own tasks that need completion, you can also check your Team To-Do List to see who’s working on what, and if anything is due in that day. You can also include other tasks that you need to complete as part of your job.
free printable checklist
task checklist template
checklist template docs