Business Work Checklist Templates: 36 Professional Checklists (Excel, Word, Fillable PDF)

36 ready-to-use business checklists covering daily operations, office opening and closing, HR onboarding and offboarding, client onboarding, sales follow-up, projects, month-end closing, VAT filing preparation (support checklist for working with your accountant), marketing, events, IT security and customer service. Use them in Excel with progress tracking, edit them in Word, or fill them on screen as PDF.

What you get

• 36 professional checklists in 9 business categories
• Excel workbook: clickable index, status dropdowns, automatic % progress, owner and due-date columns
• 36 editable Word checklists
• 36 fillable PDFs with real tick boxes and note fields + one all-in-one PDF
• Includes onboarding, month-end, VAT filing prep (support only), social media, IT security, events, inventory and more
• Works in Excel, Google Sheets, Word, Google Docs, Acrobat Reader and browsers
• Digital download, no shipping

Format: Zip download, sent to you by email after payment. Digital product, nothing is shipped.

Usage rights: Personal and commercial use for one business. No resale or redistribution of the template files. All sample names and numbers are fictional.

Designed by Eseries | E-Portal Now.