Create a checklist
Turns a task or process into a clear checklist.
Use this workflow when a task needs a simple checklist so it can be done more consistently. AI can suggest steps, but the list should match the real process.
Describe the task, audience, starting point and desired result. Say whether the checklist is for yourself, staff, customers or a repeat process.
Input: Preparing a customer newsletter. Output shape: ordered checklist with draft, review, links, subject line, test send and final approval steps.
Test the checklist against the task. Remove steps that do not apply and add local details, approvals or tools people need.
Productivity
Black-and-white cartoon hand making a raised index finger gesture
Describe the task.
Cartoon hand making a peace sign with two fingers raised.
Ask AI to make a checklist.
Black outline of a hand making the rock on sign on a white background
Remove steps that do not apply.

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Create a practical checklist for this task. Group the steps in a sensible order and keep each item short.

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Common mistakes

Making a checklist too broad. A useful checklist should help someone complete one task without guessing.
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