Save the form to your computer or print a hard copy — remember, though, to store the information in a safe place and and not to share your passwords with anyone. Excel Word PDF. This template can help you stay organized when planning an event, such as a dinner party, a baby or bridal shower, a wedding, or a birthday party.

Simply list each task and the person responsible, and assign a priority level to the task so you and your team can prioritize the many moving pieces.

Additionally, note the due date and date completed — any discrepancy between the two dates will help you more accurately plan the timeline for your next event. This template, available in Word and PDF, is ideal for families who want a central resource to organize family tasks.

The template provides separate tables for each family member to list their individual tasks, and then register due dates and notes, along with a column to mark completion.

Of course, you can add or delete tables as needed. Word PDF. This chore list template allows you to create a weekly schedule for all of your household tasks. Create a list of tasks and assign each item to an individual for any day of the week.

With a simple format, this template is easy to use, so you can streamline the planning process and start organizing your home. Additionally, you always have the option of saving the template as a PDF and printing a copy to share with others.

In the construction industry, a punch list is a document that you complete toward the end of a project. In it, the contractor or property owner lists any work that has been done incorrectly or does not meet the specifications outlined in the original contract.

The construction team then uses this punch list as a reference to complete or repair the work items before the project is officially closed. This punch list form provides a separate table to list each work item that needs repair or attention.

Save the PDF form, print it, and fill it out by hand for easy use. Use this checklist to ensure you have completed all necessary tasks in a project. This template is designed with construction projects in mind, but you can edit the categories to reflect the needs of any multidimensional project, whether it pertains to building, real estate, or business — or even as a termination checklist if you are ending an association, an agreement, or a hiring arrangement.

Simply list each task, the quantity requested if applicable , specific requirements, and any notes. Before you embark on a project, you should perform a risk assessment.

This matrix allows you to perform a qualitative risk assessment, gauge the probability, and predict how each could affect your project budget, scope, and timeline.

The template also provides space for you to list events that could trigger each risk, designate a respondee, and make notes for a response plan. Excel Word PDF Smartsheet. This simple form allows you to list contact details for each customer or client.

This list includes columns for the company; the name, title, email, and phone number of your contact; and any comments. You can or remove columns as necessary, and highlight or flag certain customers who you need to follow up with. Use this template to keep track of inventory or equipment you either need or have newly acquired for a project.

List each item number and name, followed by a description, date of purchase, cost, and other notes. Additionally, you can track initial value, loan details, and depreciation amounts for each piece of equipment in your inventory. This template is designed for human resources to ensure that a new employee and other internal teams complete all necessary onboarding tasks.

The Excel spreadsheet includes columns for completing new hire paperwork and sending it to the appropriate parties, but you can edit the form to include any tasks that your organization requires of new hires. In addition, there is space to assign tasks to employees, to set due dates, and to list contact information.

Use this basic template to make a shopping list; you can fill it out on your computer or print and complete it by hand. In addition to providing an easy-to-read table, the template includes a checkbox column where you can mark off each item as you obtain it, as well as a column for individual items and total cost.

This template is created with grocery shopping in mind, but you can edit it for retail, gifts, and other consumer needs. Use this template to prepare for a recurring meeting. Note your agenda, attendees, action items, and whether or not the associated tasks have been completed.

The template is designed with weekly meetings in mind, but you can edit the dates for a monthly, quarterly, or annual gathering.

Use this business trip checklist template to help make the process more manageable and reduce the likelihood of forgetting a vital task or travel item. For personal use, you can also edit this template with relevant details for solo, family, or group travel.

Students can plan for the week by using this free template to keep track of classes and assignments. The template includes columns for listing the due date and status of each assignment, which helps students stay organized, prioritize their workload, and meet deadlines with less stress. This detailed day planner template provides multiple sections for planning various aspects of your day, from shopping needs to meals and appointments.

There is also room for a general task list and a section to add items to be accomplished on another day. Customize the template by applying new labels to sections to match your daily routines.

Use this simple business plan template to organize project tasks. The template is divided into phases so you can list tasks chronologically; it also includes columns for start and end dates and duration.

Plus, a simple checkbox allows you to clearly mark which steps have been completed so you know your exact progress. This template is ideal for organizing the basics of a group project or any assignment that involves multiple people. Simply list each task, a description, an assignee, a due date, and any notes in the columns provided, and add more columns if needed.

This template does not have project management capabilities, but will give you an overview of every individual task and who is responsible for it. A job task analysis can be used to determine which actions are critical for a certain job. Identifying tasks in this manner can help determine the scope of a job, appraise employee performance, inform training methods, and improve work processes.

On this template, you can list the tasks that are required to complete a job, then rate the importance of each task, along with how frequently the actions are performed. You can also document your source of information for each task.

Use this form to record information from a brainstorm or collaboration session. The template includes space to list ideas, their pros and cons, and the originator.

In addition, there is a column for each team member to rank each idea. Use this template to prepare for a financial audit. The simple template includes rows for every required document in a standard audit general ledger, balance and financial statements, tax reports, etc.

and a checkbox to note if an item has been reviewed and is attached. Add or subtract rows to include every document that your audit requires.

To learn more about how best to prepare for a financial audit, read this article. This Excel template can be used as a contact list for a variety of personal use cases, including for classes, group memberships, event attendees, or emergency communications.

The template includes columns for phone, email, and address, as well as to note the preferred mode of contact. The form is fully customizable, so add or subtract sections as needed. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done.

Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

Try Smartsheet for free, today. Our Privacy Notice describes how we process your personal data. The download will be in the form of a zipped file. zip and include both a Microsoft Excel.

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