Checklists are essential for an individual to keep track of tasks already completed and tasks that need to be done yet. Excel can help in creating a checklist using the Form Control Feature to keep track of tasks. In this article, we will show you how to make a checklist in Excel in 5 easy steps.
Download Practice Workbook
Download this practice workbook for practice while you are reading this article.
5 Easy Steps to Make a Checklist in Excel
In this article, we will demonstrate how to make a checklist in Excel by following 5 easy steps. We will use the following dataset of To Do List for this purpose.
Step 1: Enable Developer Tab
We need the Developer tab first to make a checklist in Excel. If the Developer tab is not visible in your Excel worksheet, you need to enable it first.
- To do that, click on the arrow of Customize Quick Access Toolbar above the Home
- Next, select More Commands. A pop-up window will appear.
- In the pop-up window, go to Customize Ribbon and check the box of Developer.
- Click Ok and the Developer tab will be visible in your Excel window.
Step 2: Create Check Boxes
Now the most important step, creating checkboxes. Follow the steps below to make checkboxes in Excel
- First, go to the Developer tab and click Insert from the ribbon.
- Then click on the Check box option.
- The cursor will look like a “+” sign.
- Drag your cursor while holding the left button of the mouse to create a check box.
- Now we want to remove the text beside the check box. To do that, click the right button of your mouse and select Edit Text.
- You can see that the Edit Text option is enabled.
- Now use the Backspace button to delete the text.
- Next, hold the left button of your mouse to move the check box to put it in the middle of the cell.
- Once the check box is positioned properly, select the cell and drag the bottom right corner of the cell.
- This is how you will get check boxes in all cells.
Step 3: Check the Boxes
In this step, we will check the boxes we just created. The procedure is discussed below.
- First, move your cursor to the check box you want to check.
- Once your cursor is near the box, the cursor will look like a Hand Icon.
- Now you can click on the box to check the box.
Step 4: Link Cells
Now we want to link cells to the check boxes to show “TRUE” or “FALSE” depending on the status of check boxes.
- First of all, right-click the check box and select Format Control.
- Format Control pop-up window will open. Click on the arrow of the Cell link.
- Then select the cell you want to link with the box. We selected cell D5.
- After that, press Enter.
- Then click OK to close the pop-up box.
- You will see that cell D5 is showing “TRUE” as the box is checked.
- Follow the same steps for all the cells. Cells with checked boxes will show “TRUTH” whereas cells linked with unchecked boxes will show “FALSE”.
Step 5: Format Checklist Color
If you want to assign different colors to cells depending on the status of check box, follow the steps provided below.
- First of all, select the To Do List and Status Check column.
- Then go to the Home tab.
- Next, click on Conditional Formatting from the ribbon and select New Rule.
- New Formatting Rule pop-up will appear. Select Use a formula to determine which cells to format and click on the arrow.
- Next, type =$D5=TRUE where D5 refers to cell D5.
- Hit the Enter button and select Format in the New Formatting Rule window.
- Then go to the Fill tab there and choose any color.
- Now click OK.
- Then press Enter on your keyboard to close the pop-up.
- You will find that all rows with checked boxes now have the color you just selected while the unchecked boxes remain colorless.
Things to Remember
- Follow the first step if your Excel worksheet is missing the Developer If it is already visible, start from the second step.
- You can make your checklist more attractive by modifying different options in the Format Cells.
Thanks for making it this far. I hope you find this article useful. Now you know 5 easy steps to make a checklist in Excel. Please let us know if you have any further queries and feel free to give us any recommendations in the comment section below.