📋 Checklists in Teams: Why They Matter and How to Implement Them

Checklists aren’t about bureaucracy. They bring order, save time, and reduce mistakes.

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🤔 Why use checklists at all?

• Reduce errors — by up to 31%, according to IEEE.
• Unify processes, especially in distributed teams.
• Simplify onboarding — everything is documented.
• Save time — routine steps become automatic.
• Streamline communication — everyone knows what’s expected.

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🧠 Principles of Good Checklists

1. 7±2 items — Miller’s rule to avoid overload.
2. Living documents — update quarterly.
3. Role-specific — designer vs analyst vs QA need different details.
4. Embedded into workflow — in tasks, retros, code reviews.
5. Visual progress — checkboxes, statuses, or reports.

“Checklists don’t replace expertise — they free up your brain for complex tasks.”

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🧾 Useful Checklist Examples

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✅ Creating a New Page (Design + Analytics + Frontend)

• Task created in Jira or tracker
• Final page URL specified
• Spelling in URL checked
• title and description added
• Page states described: before and after login
• Login requirement stated
• Legal content marked (if needed)
• Analytics events defined
• Light/dark theme behavior described
• Cookie consent specified
• Header/footer config stated
• Any app-specific items listed

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🧩 Creating a New Widget (Design + Frontend)

• Design follows grid system
• Events documented for analytics
• Responsive behavior described (320px+)
• Hover/focus states noted
• Gradients properly rendered
• Final texts/images in place
• Final version marked in Figma or tool

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🖼 Image and Text QA

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📝 Text

• No spelling or grammar errors
• Consistent style and tone
• Proper non-breaking spaces and line wraps

🖼 Images

General Rules

• Banner images < 250 KB
• Simple images ideally < 100 KB
• Tested across screen sizes

Format Guidelines

Format	When to Use	Size Limits
JPEG	No transparency	Max x2 resolution
PNG	Needs transparency	Max x2 resolution
SVG	Icons, logos	Logos < 30 KB, Icons < 15 KB
WebP	Great compression	Test browser compatibility
AVIF	Best compression	May lack support

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🧪 Post-Upload QA

• Tested on 375px, 768px, 1024px, 1440px+
• No quality loss or visual glitches
• Format fits content & use case

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🧪 How to Report Bugs

1. Clear browser cache (fixes 99% 😄)
2. On mobile? Check your VPN
3. Still broken? Report like this:
   • Short bug summary
   • Severity (low/med/high)
   • Affected user role
   • Reproduction steps
   • Expected vs actual result
   • Screenshot/video
   • Tag dev or QA
4. Once confirmed, log in Jira

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🧪 A/B or A/B/C Test Checklist

• Define: full page or widget?
• Ratio specified (50:50, 33:33:33 etc)
• New page/widget URL given
• Title & description ready
• All variants detailed
• Test name (for cookies/metrics)
• Special behavior noted (auth, roles, etc)

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🏁 How to Roll Out Checklists in a Team

1. Start with 1–2 painful workflows
2. Template in Notion / Confluence / GitHub
3. Add to Jira, PRs, and retros
4. Review regularly and refine
5. Update without fear — make them useful

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📌 Final Thought

Checklists don’t replace expertise — they save hours and avoid chaos.

✅ Want reliability? Start with checklists.

📎 Use this file as a base and make it yours!