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Eddie Wang
By
October 02, 2019

How to Create a Custom Checklist From Excel With Four Free Templates Included

Creating Custom Checklists has Never Been Easier

Checklists are essential tools for helping busy professionals stay on top of key details and tasks. If you've been using handwritten checklists as your go-to process, consider using an Excel checklist and an associated AppSheet app. Apps can be built using a cloud-based spreadsheet such as Excel and Google Sheets, relational database, Salesforce, or SmartSheet as the underlying data source. 

In this post, we show you four examples of checklist apps across the following industries: healthcare, freight and shipping, construction, and real estate.


Healthcare Industry Checklist App

  • Fill out key details with open text, Y/N boxes, images, signature capture, and more.
  • Easily configure workflow emails and reports from your checklist entries.
  • Navigate to explore previously submitted checklists.

Copy the pre-surgery checklist template and app


 

Freight Industry Trucking Checklist App

  • Track vehicle issues over time.
  • Utilize the dashboard view to prioritize repair needs.
  • Perform a routine check anytime, anywhere with the app

Copy the pre-trip truck checklist template and appConstruction Checklist App

  • Quickly add new site locations.
  • Create quick tasks on-the-go for future reference.
  • Collaborate with project managers, foremen, and others. 

Copy the construction site checklist template and app


Real Estate Tenant Checklist App

  • Input new tenant information.
  • Track available inventory of housing units.
  • Collaborate with project managers, foremen, and others. 

Copy the move-in and move-out checklist template and app

 


So there you have it. Easily create your own custom checklist apps using your existing data sources. If you're interested the step-by-step process to creating an AppSheet app, check out this guide on how to create an app

 

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