What to include in a monthly to-do list template.

A woman sitting at a table at home uses a laptop, notebook, and pen to create a monthly to-do list.

Get organized with a monthly to-do list template for efficient planning.

One of the best ways to get organized (and stay organized) is to create a monthly to-do list. A monthly list gives you the “big picture” without letting anything fall through the cracks. And if you want to make things even easier for yourself, invest in a monthly to-do list template. Check out these to-do list tips to get started.

Tips for how to create a monthly to-do list.

Start by picturing the month ahead, one day at a time. Mentally walk through your routines and start writing everything down. Here are some examples of what you can include:

Creating a reusable monthly to-do list template.

Not every month is the same, but chances are there’s a lot of overlap. Creating a reusable monthly to-do list template can greatly enhance your productivity and help you stay organized. To begin, consider using a calendar template as the foundation for your monthly to-do list. This will provide a visual representation of the days and weeks, allowing you to allocate tasks more effectively.

As you develop the bones of your template, focus on capturing recurring tasks that are common to most months. For instance, include essential responsibilities like bill payments, rent or mortgage payments, and any other recurring financial obligations. By incorporating these routine tasks into your template, you establish a solid foundation for your monthly planning.

Why do we need a monthly to-do list vs. others?

A monthly to-do list provides a comprehensive overview of upcoming deadlines, events, and commitments, allowing for better long-term planning and goal setting. It helps prioritize tasks and establish achievable targets, ensuring that important responsibilities are not overlooked. With its structured framework, a monthly to-do list promotes effective time management by allocating specific days or weeks for tasks, preventing overload or neglect.

When used in conjunction with daily and weekly lists, it ensures a balanced approach to task management and keeps you aligned with your overall goals. By incorporating a monthly to-do list into your routine, you can enhance productivity, stay organized, and accomplish your objectives with clarity and efficiency.

Save a printable monthly to-do list PDF.

You can also use digital lists and duplicate them each month to make this even easier. Learn how to make a daily schedule that empowers your productivity and smoothly integrates with the convenience of saving your monthly to-do list as a PDF, ensuring efficient organization and easy access to your tasks and goals. And if you already have a monthly to-do list in a PDF, use it as a starting point and edit the PDF however you desire.

Working with PDFs makes life easier — explore everything you can do with Adobe Acrobat and Adobe Acrobat online services to be more organized.