Project checklist Microsoft Word template

Default templates and upload category

Default Microsoft Word template: Checklist.dot
Upload feature category: Checklist

About bookmarks and mail merge fields

  • All bookmarks and mail merge fields are optional.
  • There's no limit on the number of times that bookmarks can be repeated. For example:
    • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
    • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General project information

  • ProjectNumber
  • ProjectTitle
  • ProjectDescription
  • ProjectAddress1
  • ProjectAddress2
  • ProjectCity
  • ProjectState
  • ProjectZipCode
  • ProjectCountry
  • ProjectPhone
  • ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

  • ProjectOwnerBidDate
  • ProjectOwnerBidTime
  • ProjectPlanRoomInfo
  • ProjectStartDate
  • ProjectFinishDate
  • ProjectSalesPerson
  • ProjectSalesPersonMobilePhone
  • ProjectSalesPersonEmailAddress
  • ProjectBidContact
  • ProjectBidContactMobilePhone
  • ProjectBidContactEmailAddress
  • ProjectManager
  • ProjectManagerMobilePhone
  • ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

Bookmarks - Checklist general information

  • ChecklistName
  • ChecklistReviewDate
  • ChecklistRefPrimeContract

Bookmarks - Checklist reviewer company / contact

Address fields refer to the xompany's ship address.

  • ChecklistReviewerPrefix
  • ChecklistReviewerFirstName
  • ChecklistReviewerMiddleName
  • ChecklistReviewerLastName
  • ChecklistReviewerSuffix
  • ChecklistReviewerContact
  • ChecklistReviewerTitle
  • ChecklistReviewerMobilePhone
  • ChecklistReviewerEmail
  • ChecklistReviewerCompanyCode
  • ChecklistReviewerCompany
  • ChecklistReviewerAddress1
  • ChecklistReviewerAddress2
  • ChecklistReviewerCity
  • ChecklistReviewerState
  • ChecklistReviewerZipCode
  • ChecklistReviewerCountry
  • ChecklistReviewerPhone
  • ChecklistReviewerPhone2
  • ChecklistReviewerFax
  • ChecklistReviewerWebsite
  • ChecklistReviewerGovTaxID

Mail Merge Table - Checklist items

Merge table start and end tags: ChecklistItem

  • ChecklistItemNumber
  • ChecklistItemSection
  • ChecklistItemDescription
  • ChecklistItemCheckedDate
  • ChecklistItemDueDate
  • ChecklistItemChecked
  • ChecklistItemComments

Posted June 03, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.