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

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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

  • 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 Make a Checklist in Excel Without Developer Tab


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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