Before a task goes ahead, a quick structured review confirms the risks are covered and everyone knows their part. This is that check - short prompts that make sure nothing important has been assumed.

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world. No AI generated nonsense here!

Further Reading

Further guidance on task review and risk assessment:

• Risk Assessment
• Managing Health and Safety at Work
• Consultation with Workers on Health and Safety

Logo Update Service *

Download this form template with your company name and logo already added!
Document Preparation available with all document toolkits.

How to Download

To get access to this file please click on Add to Cart to purchase for immediate download. If you have an alphaZ Subscription just click on Download Files to view all the files available to download. This form is also included in the ISO 45001 Toolkit and every alphaZ ISO toolkit that covers health and safety, so if you need the wider set of documents for task review and risk assessment, the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help setting up your task reviews or your wider health and safety management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Task Review Template

A task review for confirming, before work goes ahead, that a task's risks have been identified and everyone involved understands their role. It works through a set of prompts - is the task necessary and safely organised, have past incidents and emergencies been considered, are all exposed people and social factors accounted for - and captures feedback from those involved.

Reviewing tasks and consulting the people who carry them out supports the risk assessment and consultation requirements of ISO 45001. This form gives you a quick, structured pre-task review that complements a full risk assessment.

Built for ISO 45001 and Worker Consultation

The review supports the risk assessment and consultation requirements of ISO 45001 (clauses 6.1.2 and 5.4):

• A link to the relevant risk assessment(s)
• Prompts on whether the task is necessary and safely organised
• Consideration of past incidents, emergencies, exposed people and social factors
• Feedback from the people involved in or exposed to the task

What's Included in this Task Review

The form is a concise pre-task check:

• Header - completed by, date, the task or activity and the relevant risk assessment(s)
• Review prompts - Yes / No with comments on necessity, organisation, past incidents, emergencies, exposed people, social factors, infrastructure and design of work areas
• Feedback - comments from those involved and further opportunities to reduce risk

Who Needs a Task Review?

Any organisation that wants a quick confirmation a task has been thought through before it starts - supervisors and team leaders across manufacturing, construction, trades and services. It supports any business working towards or maintaining ISO 45001 certification.

Included in the ISO 45001 Toolkit

This form is part of the ISO 45001 Toolkit - risk assessments, registers, procedures and guidance for managing health and safety in one download - and is included in every alphaZ ISO toolkit that covers ISO 45001.

Pairs with the Task Risk Assessment

Carry out the underlying assessment with the F-HS14 Task Risk Assessment.