Office Task Outline Checklist

Office Task Outline Checklist


Prepared By: [YOUR NAME]
Company Name: [YOUR COMPANY NAME]


1. Daily Operations

Task

Action Items

Status

Emails

Prioritize, respond, and archive unnecessary emails

Agenda

Review meetings, list tasks, update calendar

Documents

File and organize physical and digital documents

Supplies

Check inventory, place orders, confirm delivery


2. Meeting Prep

Task

Action Items

Status

Schedule

Confirm times, book rooms or platforms

Agendas

Create and share meeting agendas

Materials

Prepare slides, test equipment


3. Project Management

Task

Action Items

Status

Deadlines

Update project timelines, track progress

Assign Tasks

Assign tasks, and follow up on completion

Check Progress

Conduct check-ins, provide feedback


4. Administrative Tasks

Task

Action Items

Status

Calendar

Schedule meetings, avoid conflicts

Office Space

Tidy up common areas and workspaces

Equipment

Ensure proper functioning, arrange repairs


5. End-of-Day Wrap-Up

Task

Action Items

Status

Review Tasks

Update status, prepare for tomorrow

Organize

Tidy desk, store documents

Secure Info

Lock documents, log off computers


6. Weekly Tasks (Optional)

Task

Action Items

Status

Reports

Prepare weekly updates for supervisors

Team Meeting

Organize check-ins, address project concerns

Budget Review

Track expenses, and adjust as needed

Checklist Templates @ Template.net