Free Interior Design Checklist Template
An interior design checklist covers the steps from measuring and space planning through selections, procurement, install, and final handover.
Share template
The sofa arrives, the paint goes on, and the room either works or it doesn’t. An interior design checklist gives the project a clear order before anyone starts ordering, cutting, or carrying boxes up the stairs, so the big choices don’t land all at once and turn into expensive do-overs. The board uses teal and gold accents with Lora headings over Roboto body text, so each stage reads like a decision that’s been confirmed, not a note to revisit later.
The work moves through Start and measure, Space planning, Selections and samples, Technical schedules, Procurement and coordination, and Install and handover, with cards under each one for the actual to-dos. The early cards cover scope, fee, and measuring, then layouts and client feedback, then finishes, lighting, and showroom selections, before the project shifts into drawing sets, specs, purchasing, lead times, and deliveries. The last column holds install supervision, punch list, signoff, and the final invoice step, so the closeout doesn’t get forgotten when the room finally looks “done”.
- Start and measure Cards cover confirming scope and fee, handling the deposit invoice step, scheduling the site visit, and documenting existing conditions.
- Space planning Cards move from preliminary layouts into client review and feedback, then on to the final space plan.
- Selections and samples Cards cover finish schedules, kitchen and bath specs, lighting plans, and running a showroom selections day with recorded choices.
- Procurement and coordination Cards cover purchase orders, lead times, delivery coordination, budget updates, and change orders.
- Install and handover Cards cover install supervision, punch list, final walk-through and signoff, the remaining-balance invoice step, and archiving files.
The checklist runs as a project board, which means you add your own dates and assign the cards to whoever’s doing the work using tasks. The result is one place to see what’s next, what’s waiting on a decision, and what’s ready to move into ordering and install.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Start and measure | Cards cover confirming scope and fee, scheduling a site visit, and recording measurements and existing conditions before planning starts.
|
Space planning | Cards take the project from draft floor plans and furniture layouts through client feedback to the final space plan.
|
Selections and samples | Cards cover finish schedules, kitchen and bath specs, lighting selections, and a showroom day where final choices get recorded.
|
Technical schedules | Cards cover the final drawing set, fixture schedules, and a compiled specification and source list for purchasing and install.
|
Procurement and coordination | Cards cover purchase orders, tracking lead times, coordinating deliveries, and keeping the budget and change orders up to date.
|
Install and handover | Cards cover install supervision and punch list, final walk-through and signoff, sending the remaining-balance invoice step, and archiving project files.
|
What happens when you install it
- A project is created with its board, 6 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Interior designers, decorators, and studios handling residential design, commercial interiors, or styling & staging work that runs from planning through install.
Questions about this project template
What should an interior design checklist include?
An interior design checklist usually includes measuring and documenting existing conditions, space planning and layout review, finish and lighting selections, technical schedules, procurement steps, and install handover. The checklist works best when each stage has specific tasks that can be assigned and moved forward.
How do you keep an interior design project from going over budget when lead times change?
A checklist can keep budget control tied to procurement, with tasks for tracking lead times, coordinating deliveries, and updating the budget and change orders. The point is to treat ordering and substitutions as planned work, not last-minute fixes.
What do you need before starting space planning for a room?
A space plan starts with measurements and notes about existing conditions, because layouts depend on clear dimensions and constraints. Photos from the site visit help keep details like windows, outlets, and traffic paths in view while layouts get refined.
When should finish selections and lighting be decided?
Finish selections and lighting decisions usually come after a workable space plan, so choices fit the layout and the way the room will be used. A checklist helps by keeping paint, flooring, tile, and fixture decisions together, with a task to record final choices.
What happens during install and handover in an interior design project?
Install and handover typically includes supervising installation, running a punch list, completing a final walk-through, and getting signoff. Closeout tasks like the final invoice step and archiving supplier info also belong in that stage.
Is an interior design checklist different for residential design versus commercial interiors?
The stages are often similar, but the emphasis shifts depending on the job. A residential design project may lean more on furniture layouts and finish coordination, while commercial interiors often put more weight on specs, scheduling, and coordination with contractors and vendors.
Start free today
Your entire business, one login away
No credit card required. No contracts. Just the tools you need to run, grow, and automate your business with Super Work AI.
No credit card required
