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Assistant Checklist

5.0 (2 reviews)

Assistant Checklist is a clean and easy to use To Do List for busy people. Recommended for secretaries and assistants. Fully printable and free to download.

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You are the boss. You have a busy life. In the midst of lots of things to do, you always need to know what exactly your duties and what should be done. Wouldn’t it be nice to categorize these and see easily at a glance? This is a simple but very useful Assistant Checklist designed for this purpose. Just use yourself or give this to your assistant.Assistant-Checklist-Excel-Template-S00

Assistant Checklist Template Features:

First of all, before start to filling the sheet, input your company information.

The framework has 4 different sections to record Callers, Appointments, Today’s To-Do and Important Reminders for the company. For Callers and Appointments type down the information like  time, name-surname, phone number and the location of appointment.


The other tables for the things to do and reminders have an option to switch the dropdown Done, Not Done or Pending regarding the status of jobs.

And every day keep the records in this. Template is fully printable and easy to export to PDF, in case you need hard copies. We guess you will like it. (See also for a related useful template: Contact List Template)

Features Summary:

  • Easy to use, one sheet Assistant Checklist Template
  • Nice design and ready to use
  • Different sections for Callers, Appointments, To-Dos and Reminders
  • Print Ready
  • Compatible with Excel 2010 and later
  • Works on both Mac and Windows
  • No installation needed.

In addition to Assistant Checklist, you may also need a Simple Calendar Template 2016 – 2021 

This Assistant Checklist Excel Template is ready-to-use and provided as is. If you need customization on your reports or need more complex templates, please refer to our custom services.


Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.



2 reviews for Assistant Checklist

  1. Michelle

    I loved it! Thanks!

  2. Candice C. Simpson

    I was looking for a simple spreadsheet for getting organized. This does the job. Thanks!
    (one question: how can I change the colors for the rows?)

    • Someka

      Hi Candice. You will first need to unlock the sheet to be able to change the colors. You can find the password in your email. I have sent it again in case you lost it.

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