One thing to bear in mind is that Planner is part of Office 365 Group, so you won’t be able to create just a plan for a checklist, you will get the whole package that comes with Office 365 Groups (SharePoint Site, distribution list, calendar, Teams and so on). If you want to manage tasks for a checklist via a cool, modern and visual interface, you might want to consider creating a plan in Planner. I cover all these features in great detail in this post. Also, you can enable email notifications and create subtasks as well. Used mostly for project scheduling, you can also use it to create checklists.
Option 2: SharePoint Task ListĪnother option to build a checklist is to use a Task list web part. On top of that, you can use item-level permissions to assure users only edit own entries. The modern interface of a custom list allows for a very cools way to fill in this info. Moreover, most checklists contain simple YES/NO checkboxes. You get versioning, views, ability to sort and filter. Not only you can build your form quickly by creating new columns and metadata, but you also get all the bells and whistles, courtesy of SharePoint list. The first option that I like to use is the modern SharePoint custom list. The idea is that if you notice yourself creating similar type of pages repeatedly, think of creating a template for that activity.Option 1: Custom list with yes/no checkbox There are lots of them available on Office Online as well. However, templates are useful for all kinds of things. Once a template is used, it appears in the Page templates drop down making it easier to select it later.Ĭhecklist is just a very useful class of templates. Template cannot be applied to an existing page. Remember that a NEW page is created with the checklist already added. From the pane on the right side, choose My Templates – click on the template we just created. Choose Insert – Page Templates dropdown – Page Templates. However, you can always map any template to any section at a later date. It is a good idea to use the checkbox so that all new pages added in the current section will be automatically added as this checklist. At the bottom of the templates list, choose the option Save Current Page as a Template. These are very useful and thoughtfully created.īut for now, we have to add our page as a new custom template. Spend a few minutes exploring them whenever you have time. This shows many categories of existing templates provided by Microsoft.
Checklist template onenote windows#
It will open a small windows (Pane) on the right side. Once you are happy with the checklist content, choose Insert – Page Templates drop down and choose Page Templates If required links to detailed documentation can also be included. Make it as self contained an clear as possible. If there are any images or explanatory details required, add those as well.
If there is a hierarchy, you have to choose whether to apply checkboxes to only the lowest nodes or to parent nodes. Select all the items and apply the checkbox to all of them at once. Depending upon the version of OneNote, tags can also be applied from the right click menu. Home tab – Open the Tags drop down and apply To Do tag. All type of formatting, tables and other layout options can be used. Add the items required in the check list.
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