Have you been using Microsoft Excel for a while now and still haven’t realized its potential? Have you wondered what a custom Excel checklist template can do for your company? If you’ve been missing out on so much from Excel, here are three reasons why you should learn to create your own Excel checklist. These reasons have the ability to increase your productivity and save you time in the long run. Here’s what you need:
Customize Your Checklist: One of the best parts about using a custom Excel checklist is that it will allow you to customize it the way you want it. From grocery checklists for your company to school project checklists, the list goes on. You can create an Excel template that has a checkbox or a radio-buttons for each task. Now, you can do just about anything with it, since you have total control over how the list will be completed.
Get Smart With Functionality: Did you know that there are many different types of Microsoft Excel checklists that you can use to your advantage? Most of these excel templates are created by professional developers who know exactly what to include and how to manage the functionality of a list. When you download one, you’ll find that it comes with a variety of different functions such as merging all, drop and insert, conditional formatting, hiding headers, sorting, filtering, and so much more. And you don’t have to use one function only; if you want to create multiple checklists, for instance, you can do so as well. You can also get more advanced features that will make your jobs easier, not to mention add some excitement to your workday. An excel checklist template can help you learn more about these different functionalities through illustrations, screenshots, and videos.
Manage Your Multiple Jobs in One Place: If you own a small company, managing multiple jobs in and around your business can prove to be a very tedious task. For example, how many times have you sent out ten different reports to clients, only to receive one response, only to follow up with ten more letters? It can get tiresome quickly, especially when you’re left clueless about why your clients haven’t responded. An excel task checklist template can help you out here by providing you with a single place to manage all your jobs in one glance. There is no longer any need to go back and forth and click ten times on your keyboard to tell your clients why they haven’t received their responses.
Save Time and Energy With Multi-format Checklists: Another great thing about using an excel using checkboxes template is that it enables you to customize it to any specific set of information. For instance, if you’re dealing with inventory, you may want to label items with a particular product name, price, unit count, etc., which can make your life much easier in the long run. By eliminating the necessity of manually entering data, it will allow you to focus on the important aspects of your business, such as customer service.
Rule of Thumb for Excel Checklist Template Organization: Last, but certainly not least, it’s crucial that your templates are easy to organize within your document management system (DM). If you don’t know how to format your excel checklist template, then I recommend using Microsoft’s built in organization tools. This is what most Excel users use, so it should work with your template as well. If not, try finding a good DM software package that will also allow you to automatically organize your data.