Creating Checklists in Canva + Free Templates | Stacey Myers | Skillshare

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Creating Checklists in Canva + Free Templates

teacher avatar Stacey Myers, Life and Business Coach

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.



    • 2.

      Checklist 1 - Border


    • 3.

      Checklist 2 - Morning/Evening


    • 4.

      Checklist 3 - Textured Background


    • 5.

      Checklist 4 - Sections


    • 6.

      How to Use the Templates


    • 7.

      Your Project


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About This Class

In this course you will learn how to make checklists in Canva. Checklists are a great tool to use in our business - you can use them in your products, for free offers or to just add value to a blog post.

As well as learning how to make the checklists yourself I also give you some templates you can use to get started.

You can access the templates for the class here - Templates

Please note: The templates are for your personal use.  They are not to be used for client work.

Meet Your Teacher

Teacher Profile Image

Stacey Myers

Life and Business Coach


Hello, I'm Stacey.


It is great to meet you! I work with smart and competent people who can't quite work out why they don't have the life or business that the think they should have.

See full profile

Level: Beginner

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1. Welcome!: Hi, it's Stacy Myers here. And firstly, I want to welcome you to creating checklists with Campbell. Now, I know what the end of these cores you're going to know exactly how to create your own checklist, but to help you along the way, I'm actually going to give you the templates of the checklist that I show you how to create in the course so you can use them as your own. Just make sure that you watch the video where it talks about the templates to show you how to use them properly so that you don't lose any of your work. So I just want to cover with you what? We're going to go over in the course. So with the 1st 4 videos are looking at four different checklist. So you're going to look that different varieties, they look different, and you're going to be able to use them for different purposes. And then the next video is about how to use the Kember templates that I'm going to give you . And then, lastly, is the video that's just going to talk you through the project that you're going to do is part of this course and please, please upload the checklist that you make with what you've learned, because I really, really would love to see them. Checklists are a great thing to use in our business. They're great for keeping ourselves on track with what we're doing, but they're also great to give value to our customers and clients. You can use them as an addition to a block post or as a bonus to a product or a course that you're putting out. So there is an endless number of ways that you we can use checklists in our business. So I really hope that you enjoy this. I know that you'll get some value out of it and be able to create your own checklist by the end of the program. 2. Checklist 1 - Border: This is the first checklist that I'm going to show you. Now. I usually do things in the U. S. Letter or you can use a fore. So in here, you want to go into U. S letter. Now that you've got the blank template, the first thing I'm going to create is the header apart. And then I'm also going to show you something because you may have noticed from using Kambara that occasionally things can get a bit like quirky. And so I'm going to show you a way to kind of get around that. So I'm going to take this here, and then you can change it to any size you want. Now you can only go down to this size. If you just pull the arrow, pulled a little knob, you'll straight down. But if you then make it smaller this way, and then you can pull it back out to whatever size that you want. So if we pop this here and then I'm going to choose a color for it. So I have a few pallets. He But you can choose any colors or cheese, one that that you have a pallet full and So then we've got this and then I want to write on it. So I'm going to click on text at a text box and bring that up in here. Make it larger, of course. And then shoes probably used white for it, maybe even a bit bigger. Then you can just have a look. Choose which fund you want to do, change the color, maybe make it a little bit bigger again. And then just a tip if moving this around, so I just move it with the mouse. But if I want to move this, you'll see if you try. If you've clicked and you try and click on it and move it, you can't. What you want to do is click right on the little nodule at the end and use your arrow buttons and then you can move. And if you use shift and your arrow button, then you can move it even further so you can move it around like that or I'll move it just with your mouse. Now we're going to put a border on this as well, so I can pop this round here, but what you're discovering them in it is that it can be making a bit difficult to make your design with the border. So I quite often leave the have a look at what I want to do with the border and then leave the border and do it later. So now we've got this. We could make this a little bit smaller and see how, right now it doesn't matter what I click. It takes the border. So even if I when I have put the border right to the back, it makes it easier to click the other elements so you can move those around. Now what we need to do is get these lines in here and how you're going to do that. There are a few different ways you can do it, but for this one, go back in here and then you can get a line here and again. These air usually quite thick, change the color so you can see it. But then you can again make this smaller and then bring it out with your, um, the nodule thing or, if you want to even smaller than that, you can go in to make it smaller. So if we're going to take one of this one here. Then what are we going to use to click on it so you can use any of the shape elements here that they have and you'll see in this one? I've just picked a circle to use for that one. So you can use any of the things if you go further down. There are a couple of other things as well that you can pick. Sorry. Let's stick with the circle. So I wanted to make it small, whichever saw as I want and then dry. Get in here and change the color. So if you have a color palette, you can just stick with your color palette. Maybe I make the lines. So then you can look like that. Now we want to group these. So this is where having the border at the background can cause you some trouble. So because see how I am, I can't grab both of them. So I'm actually going to delete the border, and we'll put it back in later, because see, here. Now I can grab those two and I want to group them, and then I'm going to copy them. So I take a making as many copies as I think I need to go all the way down. So I'm going to do, like six. Well, seven. And then you want to take the bottom of the one bottom one that you've just done and drag it wherever you want the ending off it to be. So if I want that to be the end, then I want to take them all again. So I run my mouse up and grab them all. Then over here, click on position and I want them all to the left and then I can vertically aligned them. So see, now here they are. Now, if I don't if I'm thinking maybe that's not quite what I want. I want them actually a bit further. Apple closer together. Just take the bottom one, go into position and go to vertically Align. The minute will do that again for you. Now at what I do at this point, when I have them all is I want to ungroomed pit causal That's grouped right now. Ah, the circle on the line. But I want the whole thing group so I can move it around his one. So I'm on grouping it. So this circle in the line become, I'm grouped. And then I'm grouping this whole bulks and then you'll see. Now I can move it around as a whole piece. And then now is the time that I can get the border back. So I go up here and get this back now and put the border on. Sometimes when you have a picture underneath, you want to get rid of it while you move. Used the elements because we can't lock things in. So then you simply change the color. So that's the first checklist they're made. So then that's you can easily then make that one for yourself. And in the next video, I'll show you how to do the next one. 3. Checklist 2 - Morning/Evening: This is the checklist. I'm going to show you how to create in this video. So we want some text so you could use this checklist for, like, your morning routine or your evening routine. So we have morning, my kid, a bit bigger. I already know the font that I had before was called Brush a phone so we can use that again . I want to get it at the approximate size that I want. This size looks good. And then I'm going to place it up here, and then I'm just going to copy it for the other one. That's why I want to dis izing and toe have it done so that I don't have to redo that part of it. And then I'm just going to move that down here. Then I had the two images beside it. Now how I create those is I get the elements. No, back to elements. Now I take the whole grid because we think grid I can make it any size I want. So I can just simply dry get to be the size that I want That's going to go here, and I might want it a little bit bigger and again I can move this around with my our keys and then I'm going to make a copy of this and drag it down the bottom. Now, why I use the this and not just at an image on there and what I'm doing now is just lining it up with my oi to have it be the same as the other one. And then I'll have this about halfway down, because when I put an image in there, the image will kind of just suck into the picture. Now you might have a theme. So what I did was I just did a search for morning so you can just search for the image that you want and then just find an image that you think suits. I just use this 1st 1 and it's seen there. How when I dragon on top of it, it just takes in the image. Then I just did a search for evening and then found an image that I liked for that as well . So that gives me that bit. Then we have a line straight across the middle, and I simply used the box shape for this and then just made it the wheat that I wanted. And then you can move it, see how it places it for me with those red lines that I can change the koa to whatever color I want for that, you can make it thinner or thicker. Whatever. Um, whatever suits you now to make the checklist Parliament Now, because this is a smaller space, I want thinner lines. I'm actually going to type the lines in. I want to add in a text box and then I'm going to use I'm on a PC. I'm just going to use shift and make the lines that I want and then make them whatever length I want. So that's too long and then is simply when you're making checklists, that can be a bit of like mucking about with stuff. And then what did we use here? So then I can get the shape I want for that I use this one again. I'm going to take it down to the size that I want Dragon over so it will look somewhere there, and then I can pick a color that I want for it. Then you might think, Oh, I wanted to be smaller or bigger or whatever and then again to move it. I just use the arrow case and then I click offered to see if I like it. So if I think, yeah, that's pretty good again. We're doing exactly the same thing. We're going to group it, We're going to cope. Iate and I pulled this down. I take them all. Then I position them to the left and then I want Teoh vertically aligned them. So then they're like these. Now what I've noticed now is those things that too big So then I can just under what I've done and then I want to make ungroomed pit and make this a bit smaller. My is pretty much like when we make a graphics, it's trial and error. So you do something and if you like it, you keep it. If you're dying, you try something else. So then we have another guy with that. We group it, we make stream or bring that one down here. So then, see, that looks a bit better. Now what I'm going to do is again on group and group it. So this is a block. So then I'm going to copy it three more times and then you have the rest of them already done. So you don't have to stop from scratch to get those. So then we can line them up together. So I want that a bit further over and then what you can use to help you Because this thing is in the middle here. I can't run my mouse all the way down just to catch those ones. But I've been file. He if you click on show margins, it puts a margin in there that you can look at, see these two lined up. But these two, they're a bit further over on this side. So I might get this one and just move it over to where I wanted to go. And then you can take the margin off so you can have a look at it. But when I finish with this and I looked at it, there was something like not quite right about it. So then what I did was I had a look it I thought, maybe I need a background and it's hard to put in a background for something that is white . But I thought let me have a look at textures and see if there's anything in there that might make this look a little bit different. Now I want to search for the free ones Now, in the free version of camera, you can't search for the free ones. If you have camera work, you can. If you don't have the paid version, you all you need to do is simply scroll down and you can go down and have a look and find them. Otherwise, you can adhere it. Click on free only, and it will feel to them for you. But it's not too difficult just to scroll down. So then I looked at like what's what? Textures might look good at the back, and any of the colors is it was going to take away. So then I found just this crumpled piece of paper and feel. Let me see what that looks like. So I cover the graphic with it, and then I'm just sending it all the way to the like right to the back. And so this looks pretty good by it's like, takes over a bit. So then So I need to get I lost it so then I want to do the transparency of it. So I'm going to drop that transparency down and then you can say now that it's been given a bit of texture, it hasn't. You look to it and you can have whatever level of transparency that you want. So you could also experiments with some other textures in the background to see how that would make it look so that some another checklist for you to have a go at. 4. Checklist 3 - Textured Background: And here's another checklist. I'm going to show you that looks completely different to the other ones. But you can see they all use the same concept. Actually, make the checklist. Now I use the texture I started with the texture on this one. What you can do is see how I've done that this way. Another way you can do it is to start with agreed. It's completely up to you so I could start with the greed here and then look for to the textures again and then pull the texture in it will suck into it. Then I put another element over the top of that to give may the shape. So if we just put this one in and again, you just dry. Get around to wherever. If you want to think a border, if you like the thin the border, um, get in the center. Then I made this one. I looked at the background and thought, like like this color, this color might be nice. And then again, I just pulled the transparency down on it so that you could still see the back. See, it depends how you like it. You might like it like that or however you want. And then, you know now pretty much how to create these. So I get the check books and then I want to I'm going to put a white want text on this one , change the size of it and pop that up there. Now, again, it's up to you how you make the lines, how thin you want them. If you want them really thin, you can type them like we did in the previous one. Or you can just pull the line down and get it thin. Now, while we in shapes, we can choose a shape that we want. So I use this one here and then also, while I was here, I saw that heart thing that I I like. So then I I brought it into the image as well. So I made it quite small and popped up in the corner here. And then I just made it dark purple car. So here I can make this small change the color of it again and then make the line. So either way you can do the line, would type the line, will take it down to make it thinner. Then drag it up. You know how this guy's now Line it up where you want it to be. Now, see, this is where because you're trying to grab them, that it can get a bit hard. This is why I wanted to show you this. So how I do it is I either build it on a new page or I dragged them off. So I dragged that away. Now, while I make this see, it gets a bit weird, so you can always just create it on a new page or drag them off just over there for now, So I can take this in. I'm going to group it. Copy it. And don't forget to that you want to under group it and group it again. Then I'm just going to pull everything back on. So this will go here. This will here and then here. See, I put my website in that bit, but what you can do is I'm going to on this one. I'm going to put my website underneath, so I'll get the text. I want to dry. Take it down a bit and again if you get stock, just USIA our case, make it bigger, make it wide, and then you've got this checklist might. So then you can just play around with the bits that you want to play around with, and then he's your checklist. 5. Checklist 4 - Sections: And this is the last checklist that I'm going to show you how to make. So again, starting here, we go into elements. I want a grid so I can pull in that top image there. Now for that I looked for how was I season images And I just took the 1st 1 here. So I popped that in. You can change the size of this to be whatever size you wanted to bay. And then I had I used write text. Then I picked you just, of course. Then pick which fund you want to use. And then I put it on here. I made it white, and then I was like, actually, it's a bit difficult to see it, so I put a box around it so you can grab something one from here and at the size that I want. Now, when I put this on top, you won't see it because of the color of the letters. I will change them. And then if I put this on here and then I want to make it y know that gray color Ah, position of behind the words. And then again, I'm going to use the transparency to have it, then come to whatever I like there. And so that's the topic made. The next thing is to make the three rows so you'll see on this one. We've divided it off into three sections, so choose the color that you want tohave for that. And I always like to get one. How I wanted to be, and then I can change the others. So also, see, this is too dark. I'm going to use the transparency again. For this. Transparency is a handy little tool, so I kind of like it like that. And then I'm going to get to other versions of it. And again I pulled it where I want the bottom 12 bay. I'm going Teoh, even position them evenly because it's hard to just do that with your Roy. So it's taking the bottom and these bits here, and I may need to tweak them later, but we'll just leave it like that for now. Then, in this one, I used the score. Little squares see that either too big or the space is too small. Either way, we need to change something so I might make this a bit smaller because then I'm going to have to delete those other two. You can click on them and click the late or just used a little been up there and then tried again. So if I get two more and I'm just going to use my arrow to bring that up because I don't want it right on the bottom, touching that line and then grab them, grab the three of them and then position them just like you've been doing before. Now we're not going to do lines with this. One was simply going to do text. So you want to get a nice, clear text that you can put in there and then you just type whatever you want. So there you have that I might want to the tiny bit bigger. It depends how big you on the text. Then I'm going to bring in honor of ah and line it up with the other. Now you can have it lined up so it's in the center of the box or it lines just underneath on the box. So the bottom of the box is exactly where the text is, or you can have it lined sorts in the middle. It's completely up to you. So then I'm going to make the other to put the other two there. And, of course, I want them to line up also, so we can grab the three of them, do the same thing again, you'll see these handy little tools. So now I'm going to take a lot of that in, and it's too close to the left for May. I don't like it there, so I'm going to group it and then I'll pull it over further into the center, use my arrow keys again to pull that. Then I want to make two copies of it again, and I keep saying it. But it's the our case that make all the difference. Okay, so that's it. And then in here I put in. I did some text. Actually, I put Session one and then you cannot pope that up here. My one to make it a little bit bigger. You'll see this one's probably got the most things to do, as in the creation off it, and I think it will make that one bold. Then again, I'm just going to copy it, so I don't have to remake it again on Puppet into these ones. Course that will be Session three. This will be session too. And then just place it there and again. You can use the margins here if you want to. So you'd see that it's all lined up properly. So that's how you might this one. So there's your different checklists, and then we're going to get on to creating your project. What you can do if you project. 6. How to Use the Templates: in this video, I'm going to show you how to use the templates to be able to change them up and make them your own. Now, when you click on the link, it's going to come. It will look like these. It is super, super important that you make a copy of this because two things happen. Everyone sees your design. And secondly, I will have to go in and fix it. And you will lose the design that you made. So make sure you make a copy. Click on file making copy. So now you can see you have a copy of the master design. So this is your You can change the name of it, then to be whatever it is that you want. And so then I can do whatever I want with this now. So this is yours to change the color. So if I want to change that color to something else, this here and then if you scroll to the bottom, you probably don't have it's many pallets. If you scroll to the bottom in Canberra at work, if I want to change all of that color in this whole document, I can click this and it will automatically change those other elements for me might want to change this phone the color of the text here to something else. I may want to change the colors of the boxes. Now remember these a group so you can click on them to change them. If you want to move them round, change the text. You can do all of that. Just you can just simply typing there and then you can start changing those up a swell and again it's the same on all of them. If I want to change the background on this, then if I want a different texture that I can go up here into texture, pull in something else. If I want that, see how it just takes on the bottom on the back. And now if it doesn't do that, just delayed it and pull it in again like this, and then I can change these. Then I might want more of a green color for the heart. I mean, that doesn't really match, but you get the idea. So then literally you can go through and change everything. If you want to change the format, you just click on it and then change to whatever form that you want, so important thing. Make a copy, then you can do whatever you want with them with the templates. 7. Your Project: okay. Now for your project, What I'd like you to do is create your own checklist. Now, ideally, I'd like you to start one. Create one from scratch. But you're mawr than welcome to use one of the templates as well. So if you want to take one of the templates rebranded making your own you're more than welcome to do that as well. Or you can have a go at creating a checklist from scratch. And so I'd love to see that. Make sure that you upload them so that I can have a look at them because I love to see what you create, both with the templates and also just with what you've learned so you can get to and make yourself some checklists.