Monthly checklist for business tasks
This monthly checklist is a printable PDF for business tasks, laid out for writing down a month's to-do list and putting it in order of priority. It keeps every deadline and responsibility for those four weeks on one sheet of paper.
Pin it above your desk.
Who uses a monthly task checklist
It suits freelancers and small business owners who repeat the same jobs every month, such as filing receipts, chasing unpaid invoices or sending a newsletter. Print a fresh copy on the 1st and carry over anything still unticked from the month before.
How to fill in the monthly checklist template
Write every task down first, then go back and number them so the job with the nearest deadline sits at number 1. Tick each one off as it's finished.
Anything you can't fit this month moves to the top of next month's sheet, which stops a supplier order or tax payment from dropping off your to-do list.
Sizes & colors
You'll get a zipped folder of PDF files in A4 and US Letter sizes, with each size in 8 colors:
- Red
- Orange
- Yellow
- Green
- Blue
- Pink
- Purple
- Grey
Printing a separate color for each client or project lets you tell the blue sheet for one business from the green sheet for another.
Questions about this printable monthly checklist
Can I type into it on my computer? No, it's a print-only PDF, so you'll write your tasks in by hand after printing.
Is there a daily or weekly version? Yes, the daily task checklist and the weekly checklist template are linked below, and they're handy for breaking a month's jobs into smaller lists.
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Instant digital download; nothing is shipped. PDF files aren't editable. For personal use only; please don't redistribute or resell. © Plan Print Land