How to Create a Printable Checklist

A good checklist guides the user through a task in a logical order. It should be concise, unambiguous and leave room for a result, note or responsible person.

Practical procedure

1. 1. Split the task into stages.
2. 2. Start each item with a concrete action verb.
3. 3. Add a not-applicable option when needed.
4. 4. Leave space for notes and results.
5. 5. Review the final printed length.

Common mistakes

In practice, the most common issues are: too many required fields, ambiguous labels, no test with a real document, relying on color alone, saving data without an explicit user decision. Each can be caught before publishing by using the preview and form checker.

Final review

• Does every field have a label?
• Are technical field names unique?
• Can the form be completed with a keyboard?
• Do error messages explain how to fix the issue?
• Was the selected export opened and checked?

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