Give an action-oriented list of things that the user can pay attention to, to lay out a clear set of things to do and prompts to do them.
It can be used to lay out process steps, or eligibility factors, that can be used to understand each thing that the user needs to pay attention to, one-by-one.
Type of Design
Good for Contexts like
Eligibility Triage for Options
Navigating a Process
Following Through on Steps
Problems & Contexts It Can Work For
Use a Checklist when your user is on a set path, and now needs to be able to get through it, step by step. The Checklist puts them in an action-mode, to present what they need to do — whether it is choices to make, behaviors to do, or otherwise — in an easily digestible, and staged way.
The Checklist can be a substitute for a human or expert guide, by packaging up best practices and advice into the list.
How to Make It
Use a word processor that lets you make bullet list, like Microsoft Word or Google Docs to create the list. Or you can make an interactive version of a checklist on a website or an app, if you have the ability to program.
Some best practices:
Do not use under 12 point font.
Give titles or summaries to the tasks, and then provide details, warnings, and common mistakes as well.
Provide the information that the person needs to take the action, like addresses, phone numbers, forms, links, etc. so that it is very easy to get a task done.
Examples of the Checklist Pattern