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Templates / Project

Free Pet Sitter Checklist Template

Pet Sitter Checklist template preview

Language:

en

Category:

Last updated:

October 2026

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In-home pet sitting and dog walking

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.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What is on this board

5 columns carrying 19 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.

ColumnWhat is in it

Enquiry and intake

  • Collect pet and owner details
  • Confirm access arrangements and key plan
  • Agree communication and update frequency

Meet and access check

  • Conduct meet-and-greet at property
  • Test key handover and access code
  • Walk route and leash check

Visits

  • Run solo dog walk
  • Complete drop-in visit
  • Change food and water
  • Scoop litter tray and tie bin
  • Administer oral or topical medication
  • Perform puppy toilet-break visit

Communication and review

  • Send time-stamped WhatsApp visit report
  • Log feeding and litter checks in notes
  • Flag and escalate health or safety concerns
  • Review routine and adjust schedule

Finish and handback

  • Return keys and confirm handback
  • Prepare final visit summary
  • Confirm next steps or close booking

What happens when you install it

  • A project is created with its board, 5 columns and 19 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.

Questions about this project template

What columns should a project board have?

The ones this board uses are Enquiry and intake, Meet and access check, Visits, Communication and review, Finish and handback. They read as the stages the work actually moves through rather than a generic to-do and done, and each one is renamed, reordered or deleted once the board is in your workspace.

Does a project template come with the tasks already written?

This one does. 19 cards sit in the 5 columns, each named for a piece of the job, so the board opens as a plan rather than an empty grid. Anything that does not apply gets deleted and anything missing gets added.

How does a project template work?

Adding it creates a project in your workspace with its board, columns and cards already in place. The copy is yours: nothing stays linked to the library version, so renaming a column or deleting a card changes only your project.

Do the tasks in a project template come with due dates?

No, and that is deliberate. A template carries the order the work runs in, not a calendar, so a board sitting in the library for a month never arrives with every card already overdue. The dates go on once you know when the job starts.

Can the columns and the tasks be changed?

Yes, all of them. Columns are renamed, reordered and recoloured, cards are moved between them, and each card opens into a task with its own description, assignee, dates, subtasks and files.

Can the same project template be used more than once?

Yes. Each time it is added you get a separate project, so one per client or one per job is the normal way to run it, and the plan is identical every time without anybody rebuilding it.

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