How to Make a Checklist in Excel (with Easy Steps)

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.

How to make a checklist in Excel


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.

Enable Developer tab to make a checklist in Excel

  • 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.

How to make a checklist in Excel

  • The cursor will look like a “+” sign.

  • Drag your cursor while holding the left button of the mouse to create a check box.

How to make a checklist in Excel

  • 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.

How to make a checklist in Excel

  • You can see that the Edit Text option is enabled.

How to make a checklist in Excel

  • Now use the Backspace button to delete the text.

How to make a checklist in Excel

  • Next, hold the left button of your mouse to move the check box to put it in the middle of the cell.

How to make a checklist in Excel

  • 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.

How to make a checklist in Excel


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.

How to make a checklist in Excel


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.How to make a checklist in Excel
  • Format Control pop-up window will open. Click on the arrow of the Cell link.

How to make a checklist in Excel

  • Then select the cell you want to link with the box. We selected cell D5.
  • After that, press Enter.

Link cells to make a checklist in Excel

  • Then click OK to close the pop-up box.

  • You will see that cell D5 is showing “TRUE” as the box is checked.

How to make a checklist in Excel

  • Follow the same steps for all the cells. Cells with checked boxes will show “TRUTH” whereas cells linked with unchecked boxes will show “FALSE”.

How to make a checklist in Excel


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.

How to make a checklist in Excel

  • New Formatting Rule pop-up will appear. Select Use a formula to determine which cells to format and click on the arrow.

How to make a checklist in Excel

  • Next, type =$D5=TRUE where D5 refers to cell D5.

How to make a checklist in Excel

  • 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.

How to make a checklist in Excel

  • 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.

How to make a checklist in Excel


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.

Concluding Remarks

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.

Alif Bin Hussain

Alif Bin Hussain

Hello! Welcome to my Profile. Currently, I am working and doing research on Microsoft Excel and here I will be posting articles related to this. My last educational degree was BSc and my program was Civil Engineering from Bangladesh University of Engineering & Technology (BUET). I am a fresh graduate with a great interest in research and development. I do my best to acquire new information and try to find out the most efficient solutions.

We will be happy to hear your thoughts

Leave a reply

ExcelDemy
Logo