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How to Make a Daily Checklist in Excel (2 Simple Methods)

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.

how to make a daily checklist in excel


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

Enable Developer Tab to make a daily checklist


STEP 2: Add Checkboxes

  • Afterward, select Developer > Insert > Checkbox (Form Control).

Add Checkboxes

  • 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.

make a daily checkbox


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.

Additional Formatting to checkbox

  • 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.

Read More: How to Make Checklist with Conditional Formatting in Excel


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.

Create Dataset for Daily Checklist


STEP 2: Open VBA Window and Insert Module

  • Next, press Alt + F11 to open the VBA window.
  • Further, from the VBA window rightclick on the active sheet and select Insert > Module.
  • Consecutively, a Module window will appear.

Open VBA WIndow and Insert Module


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

Type VBA Code for making checkbox

VBA Code Explanation:

Sub Add_Checklist()

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.

Save & Run VBA Code

  • 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.

Read More: How to Create an Audit Checklist in Excel (With Easy Steps)


Final Output

Simultaneously, we will see the result for each cell in the selected range.

Final Output of making checkbox


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.

Conclusion

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.


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Mehedi Hasan Shimul

Mehedi Hasan Shimul

Hi! I am Mehedi Hasan Shimul. As I am an Engineer solving different problems with the help of Excel amuses me. I write Excel related different problem solving articles here. Hope it will help you.

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