> 1. Create a document from template (xyz), put it in this share location (abc) and fill it in as you perform each step.
I do this! I have a common checklist that I copy/paste into the project notes. It's all plain text and I just X items off as I go. Indeed, a missing X has caused problems before.
1. Create a document from template (xyz), put it in this share location (abc) and fill it in as you perform each step.
I am blessed with a bad memory so I do this anyway! But not everyone has that "advantage".