Executive Assistant Monthly Task Checklist Form
Complete this form to track monthly administrative tasks, priorities, and outcomes for executive support.
Month Being Reviewed
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Executive or Department Name
*
Task Completion Status
Rows
Completed
In Progress
Not Started
Calendar Management
1
2
3
Travel Arrangements
4
5
6
Expense Reports
7
8
9
Meeting Preparation
10
11
12
Correspondence
13
14
15
Priority Items for This Month
Blockers or Challenges Encountered
Follow-up Actions Needed
Scheduling Notes or Requests
Communication Updates (Internal/External)
Key Outcomes or Achievements
Manager Review / Sign-Off
*
Submit Checklist
Submit Checklist
Should be Empty: