Are you taking advantage of all the benefits checklists can offer in your projects? By using checklists smartly, you can ensure accuracy and punctuality in any project. We've asked a handful of our customers who are avid checklist users to share their best practices.
Be inspired by their methods for working more efficiently with checklists in your own projects and see an example at the end of the post of what a common project checklist looks like.
Checklists in Moment are very helpful to use as to-do lists to ensure that all tasks are completed, and as documentation of the completed tasks.
Throughout the different project phases, checklists are used for different purposes. Here are some examples mentioned by our customers:
The importance of checklists varies throughout the project phases, and one of the customers we interviewed pointed out that the checklists are particularly important before submitting applications.
One of the customers we spoke to also mentioned that checklists are an active part of the drawing process. They adjust the drawings in parallel with the checklist and actively use the comments field. When a task is complete, they fill in who will be doing the peer control, and the colleague adds their comments with initials.
Get a free checklist template – customised for architecture projects! Read more and download the checklist
"When new rules and knowledge are introduced, they are quickly implemented in the checklists," one of our customers tells us. This is very useful because it ensures that everyone in the project is working according to updated rules. Changes in municipal requirements are typically added to the checklists on an ongoing basis.
Another customer we spoke to highlighted that checklists inherently aid in minimising errors: "It's in the nature of checklists to reduce errors".
All the customers we spoke to believe that checklists are useful in most types of projects, and mentioned projects within design, regulation, and construction.
The importance of peer control was emphasised, and this also applies to all types of projects.
One customer adds that on small projects, a full peer control may be superfluous. In such cases, they perform a simplified check that is documented on the main page of the project.
Beginners need the checklists more at the beginning of the project and along the way, while experienced advisors use them mainly to confirm that everything is done before milestones.
We dive deeper into this subject in our blog post on the role of checklists in concistent projects.
We inquired about the aspects of checklists that users value the most. Here's what they had to say:
Don't miss out on our free downloadable checklist
Enhance your checklist experience with these helpful tips and features:
One of the most useful features of Moment's checklists is the ability to add comments behind each checkbox.
The checklists should be adapted to different types of buildings and municipalities, as this also makes it easier to adjust them when guidelines change.
Here's an example of the different checklists that are used by one of our architect customers:
Please note that this checklist overview has been translated from Norwegian to English, so bear in mind that the type of checklists used in projects may be different to what is used in your region.