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The easiest way to set up monthly reminders for your Excel checklist is by using Outlook Calendar. You can create a recurring event and set a notification to remind you to open and use your checklist each month. Just include a link to the Excel file or a note in the event description.
If everything is set up correctly, your calendar will display the recurring event along with an email reminder as long as if you've chosen that notification option.
I hope this information assists you effectively.
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