How to Create Checklists that Actually Work 

Stories
March 14, 2025

They say checklists are powerful tools for productivity, but how do you set up well-structured checklists that actually help you stay organized, reduce stress and anxiety, as well as achieve long-term goals? Let’s explore the best strategies, productivity insights and common pitfalls. 

Terms & types  

Before diving into the setup, it’s important to figure out what means what. Strategy is a plan to achieve goals, while strategic planning is a process of defining direction for making decisions on allocating its resources to attain goals.  

Among other terms, we also have to-do lists and checklists. It is important to distinguish between the two, as they serve different purposes. A To-do list tells you what to do, checklists on the contrary tell you how to do it. So, “to plant a flower” is a former, but “buying soil, and choosing a pot” are the latter.  

For different goals, you should use different types of lists, as there are plenty.  

To-do lists: 

  • Vision (Strategy) List – Long-term aspirations and life goals. 
  • Someday List – Low-priority tasks that you might or might not do. 
  • 100 Days List – A structured plan for the next quarter. 
  • Weekly List – A breakdown of tasks to be completed in a week. 
  • Done List – Completed tasks to visualize progress. 
  • Daily 3T List – The three most important tasks for the day. 
  • Specific Lists – Topic-based lists such as learning goals, shopping lists, etc.

Checklists: 

  • Read-Do – A sequential checklist where steps must be followed in order (e.g., tutorials, procedures). 
  • Do-Confirm – A checklist where order doesn’t matter, but all items should be completed (e.g., travel packing list). 

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Issues you may face with checklists 

Some set up checklists but find themselves struggling to complete them.  

Disconnection from strategy → If your checklist is not tied to a larger goal or a clear strategy, it can feel meaningless, leading to a loss of motivation. Without a clear “why,” tasks may feel like busywork rather than purposeful steps forward. 

Using fashionable tools → Many productivity apps promise efficiency but instead create unnecessary complexity. If a tool requires too much effort to maintain or overwhelms you with notifications and features, it becomes counterproductive.  

Lack of verbs → A checklist should consist of tasks with clear, actionable verbs. Writing vague items like “Project X” or some unclear abbreviations will only confuse you, and you spend more time figuring out what to do instead of doing it. For example, instead of just writing “coffee” and wondering if you need to brew it, or give it up altogether, write “BUY coffee” and save yourself the trouble.  

Overestimated capacity → People tend to overestimate how much they can accomplish in a day or week, leading to overfilled lists that are impossible to complete. This results in frustration, burnout, and a feeling of powerlessness when too many tasks remain undone.  

Adding tasks too soon → Planning too far in advance without proper prioritization can lead to cluttered lists full of low-priority tasks. This creates confusion and makes it harder to focus on what truly matters in the moment. 

Unnecessary items → Too many items dilute the focus and make it harder to spot the most critical tasks. If you can do something in under 2 minutes, do it immediately (if possible); this way, you’ll not clutter your checklist. 

System thinking VS design thinking 

Two major approaches influence productivity and task management: system thinking and design thinking. System thinking focuses on structure, efficiency, and breaking tasks into logical steps, making it great for complex problem-solving. However, it can be rigid and overwhelming when applied to simpler tasks.  

On the other hand, design thinking prioritizes adaptability and user experience, allowing for creative problem-solving and flexible execution. While some see these approaches as conflicting, the best strategy is to combine them. System thinking provides a solid framework to ensure tasks align with broader goals, while design thinking keeps checklists adaptable to real-world needs. Merging both methods allows to maintain structured yet flexible checklists, balancing organization with practical execution. 

Debunking myths about productivity 

Social media and self-improvement content are full of motivational slogans that promote productivity and discipline. While these messages can be helpful, they don’t apply to everyone in every situation. Productivity is personal, so below we challenge some popular beliefs and offer alternatives to help you find what works best for you. 

“You are lazy, so keep doing anything.” → Instead of blindly forcing yourself to be productive, try identifying the root cause of your procrastination. Ask yourself, “Why don’t I want to do this?” and address the real issue. 

“Do the hardest task first” (eat that frog philosophy). → While this works for some, tackling the toughest task first may drain your energy, leaving you exhausted for everything else. It’s okay to begin with smaller tasks first. 

“Put your list in a main, visible place.” → A prominently displayed list might help some people stay on track, but for others, it can increase anxiety. If seeing all your tasks overwhelms you, keeping them in a closed notebook or app might work better. 

“Do three tasks every day.” → Setting a daily task limit can help with focus, but it’s also okay to have flexibility. Some days you’ll do more, some days less—don’t let rigid rules limit your productivity. 

“Delete/limit social media.” → While cutting down on distractions can be helpful, social media also helps a lot with FOMO, and the chances are that you find other distractors, so consider the importance of social media in your life but do not abuse it. 

“Have a ‘Done’ column.” → Many love tracking their completed tasks, but for some, it adds pressure or clutter. If you prefer a clean slate, feel free to skip the ‘Done’ column and just move forward. 

Remember, the key is not just checking things off but ensuring each checklist moves you closer to success! Step-by-step to success—start by checking Intellias job opportunities. 

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