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Executive Assistant Daily Checklist Template

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 dynamic.

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TEMPLATE DESCRIPTION

It’s a fact that executives have a busy life. So do their personal assistants. In the midst of lots of things to do, they always need to know what exactly the duties are and what should be done first. Wouldn’t it be nice to categorize these and see them easily at a glance? This is a simple but very useful Daily Checklist designed for executive assistants. Fully in Microsoft Excel.Assistant-Checklist-Excel-Template-S00

Executive Assistant Daily Checklist Template

First of all, before starting 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 the appointment.

Assistant-Checklist-Excel-Template-S01

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. The template is fully printable and easy to export to PDF, in case you need hard copies. We guess you will like it.

Assistant Checklist Features Summary:

  • Easy to use, one sheet Executive Assistant Daily Checklist
  • 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.

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

PRODUCT VIDEO

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

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

2 reviews for Executive Assistant Daily Checklist Template

  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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