Technology and IT checklists

Keep IT work tied to evidence and follow-up

Choose the Support Request form for incoming help requests or the Issue Report form for a clear problem title, affected area and reproduction details. Checklist Pro intake forms turn submissions into tasks for your team to review and follow up.

For planned checks, use the Backup Restore Test to define an authorized sample recovery, verify an isolated destination and record whether the recovered content is usable. The Business-System Access Review keeps one system/account per row, with its owner, current role, business need, authorized decision and remediation evidence. Keep unresolved exceptions visible and verify approved changes in the actual system.

The Online Checkout Test records one scenario and device/browser combination per row. Use an approved test environment, compare expected and actual results, check order and notification effects, and preserve failure and retest evidence for the release decision. These workflows support the responsible team's decisions; completing a record does not itself authorize a system change or release.

Compare tools before committing to a rollout

Use the general Software Evaluation Checklist for objectives, the intended users, usability and support. Its audience prompts are especially relevant to learning software. For a business purchase, choose the specialist CMS, help desk, project management or bookkeeping checklist to examine the features and costs that matter to that system.

Agree your essential requirements before vendor demonstrations. Use the same criteria for each option and record what a trial actually shows, including gaps that need further investigation. The CMS Implementation Checklist then helps organize the team, project plan, schedule and publishing policy. The CRM Checklist focuses on stakeholders, customer-facing workflows, ongoing costs and performance measures.

Match the website review to the decision

Website Evaluation examines authorship, purpose, information quality and design. Website Usability provides a starting list for navigation, readable content and visitor-facing details. Tailor older platform and screen-size references to the devices and browsers your audience actually uses.

For a redesign, record valuable existing pages and traffic before changing the site. Use the Website Redesign Checklist to plan URL handling, link checks and post-launch monitoring. Keep relevant existing URLs where possible and have the technical owner verify the redirect plan.

Use the personal trackers for a specific session or goal

The Digital Photography Checklist covers camera readiness, shooting settings and after-shoot backups. Adapt the settings and cleaning steps to your equipment's instructions, and verify your image backups before reusing memory cards.

The Minecraft trackers serve a different purpose: recording achievements you have earned and biomes you have visited in Bedrock. Keep them as personal progress lists, with a consistent rule if you compare progress with friends.