A checklist displays some items, tasks, etc. and beside them, attached boxes where we can put a mark for denoting whether the task is complete or not. Making a checklist comes in handy for daily use. Excel offers different options for creating checklists. In this article, I will show 2 simple methods to make a daily checklist in Excel.
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2 Simple Methods to Make a Daily Checklist in Excel
Here, I will show 2 simple methods to make a daily checklist in Excel. I will demonstrate the way to make a daily checklist with and without the help of the Developer tab.
1. Create a Daily Checklist with Developer Tab in Excel
In this method to create a daily checklist, I will use the options from the Developer tab. For demonstration purposes, I have introduced a dataset that includes Time, Daily Task & Checkbox.
Let’s follow the stepwise procedures to make a daily checklist.
STEP 1: Enable Developer Tab
We need to enable the Developer tab if it’s not present in Excel. Generally, it isn’t present by default.
- First, go to the File tab and select Options in the bottom-left corner.
- Then, in the Excel Options window select Customize Ribbon.
- After that, put a tick mark on the Developer option and press OK.
- As a result, the Developer tab will appear in the Excel
STEP 2: Add Checkboxes
- Afterward, select Developer > Insert > Checkbox (Form Control).
- Further, put the floating checkbox in the desired cell. I have placed it into Cell D5.
- Furthermore, you can use the Fill Handle to copy the Checkbox in the following cells.
- Finally, you can check or uncheck any of the Checkboxes.
STEP 3: Additional Formatting
- Also, you can do a bit of formatting in the Checkbox.
- Next, right-click on a Checkbox and select Format Control.
- Then, from the Format Control window, you can change the background color of the box or change the width or type of the borderline.
- Here, I have changed the background color of a checkbox to yellow.
- Further, You can change it for any number of checkboxes.
- Also, you can also change other properties like Size, Borderline etc.
2. Make a Daily Checklist without Developer Tab in Excel
We can avoid the use of the Developer tab for making a daily checklist by using the VBA code in Excel. Here, I will show the stepwise procedures to make a daily checklist using the VBA code.
STEP 1: Create Dataset for Daily Checklist
- Firstly, we must create a dataset. For demonstration, I have introduced a dataset that includes Time, Daily Task and Checkbox.
STEP 2: Open VBA Window and Insert Module
- Next, press Alt + F11 to open the VBA window.
- Further, from the VBA window right–click on the active sheet and select Insert > Module.
- Consecutively, a Module window will appear.
STEP 3: Type VBA Code
- Now, type the following code in the Module window:
Sub Add_Checklist() Dim i As Range Dim j As CheckBox Dim jRange As Range On Error Resume Next Set jRange = Application.InputBox(Prompt:="Select range", Type:=8) If Err.Number <> 0 Then Exit Sub On Error GoTo 0 For Each i In jRange Set j = jRange.Parent.CheckBoxes.Add(0, 1, 1, 0) With j .Top = i.Top + i.Height / 2 - j.Height / 2 .Left = i.Left + i.Width / 2 - j.Width / 2 .Locked = False .Caption = "" .Name = i.Address End With Next i End Sub
VBA Code Explanation:
Here, we created a sub-procedure Add_Checklist.
Dim i As Range Dim j As CheckBox Dim jRange As Range
In this part, we have declared some variables.
On Error Resume Next Set jRange = Application.InputBox(Prompt:="Select range", Type:=8) If Err.Number <> 0 Then Exit Sub On Error GoTo 0
And this part creates a box for taking the range of cells where the checkbox should be created.
For Each i In jRange Set j = jRange.Parent.CheckBoxes.Add(0, 1, 1, 0) With j .Top = i.Top + i.Height / 2 - j.Height / 2 .Left = i.Left + i.Width / 2 - j.Width / 2 .Locked = False .Caption = "" .Name = i.Address End With Next i End Sub
Finally, this part creates a loop to create a checkbox in each cell of the selected range.
STEP 4: Save & Run VBA Code
It’s time to run the code.
- From the VBA window, click on Save.
- Then, click on Run.
- An Input box will show up.
- So, type the range of cells where the checkboxes should be placed. You can select them from the dataset also.
- Finally, press OK.
Simultaneously, we will see the result for each cell in the selected range.
Advantages of Making a Daily Checklist in Excel
- Creating a daily checklist in Excel is quite easy and simple.
- Also, it is widely accessible.
- As well as, it helps to organize daily tasks very efficiently.
Making a daily checklist in Excel is quite easy and it is very useful. Here. I have shown 2 simple methods to make a daily checklist in Excel. If you have any queries about the procedures, please leave a comment below. Visit our ExcelDemy Website for more articles regarding Excel.