How to Make a To Do List in Excel (3 Easy Methods)

A To-Do List helps us to stay on track whenever we are working on various tasks at once. It can organize the tasks more efficiently. And a To-Do List in Excel smoothens our workflow and takes off some difficulties that we face with a handwritten to-do list. In this article, we’ll show you the simple and effective methods to make a To-Do List in Excel.

To illustrate, we will use a sample dataset as an example. For instance, the following dataset represents the Task, Status, and Deadline.

Make a To-Do List in Excel


1. Using Filter Feature to Make a To-Do List in Excel

Excel provides many different features and we use them to carry out numerous operations. One of such kinds is the Filter feature which has multiple uses in a lot of cases. Therefore, follow the steps below to make a To-Do List in Excel using the Filter feature.

STEPS:

  • First, click any header cell. Here, click cell C4.
  • Then, select Home ➤ Editing ➤ Sort & Filter ➤ Filter.

Excel Filter Feature to Make a To-Do List

  • After that, click the drop-down icon beside the Status header cell.
  • Subsequently, check the boxes of On Going and Pending.

Excel Filter Feature to Make a To-Do List

  • Press OK.
  • As a result, you’ll get your To-Do List.

Read More: How to Generate List Based on Criteria in Excel


2. Creating a To-Do List with Drop Down List

Moreover, we can insert a drop-down list to make a To-Do List in Excel. So, learn the following steps to perform the task.

STEPS:

  • Firstly, select the range B5:D10.
  • Next, go to Data ➤ Data Validation.

Create a To-Do List with Drop Down List

  • Consequently, a dialog box will pop out.
  • Afterward, select List in Allow and in Source box, type the formula:
=$C$5:$C$10

Create a To-Do List with Drop Down List

  • Then, press OK and you’ll see your range featuring the drop-down icons beside them.

Create a To-Do List with Drop Down List

  • Again select B5:D10.
  • Go to Home ➤ Conditional Formatting ➤ New Rule.

Create a To-Do List with Drop Down List

  • As a result, another dialog box will emerge.
  • There, select the last Rule Type and in the red-colored box as shown below, type the formula:
=$C5=“Completed”

  • After that, press Format.
  • The Format Cells dialog box will appear. Here, check the box for Strikethrough in the Effects section under the Font tab.

  • Finally, press OK and it’ll return the desired output.

Read More: How to Make a List within a Cell in Excel


3. Applying Check Box for Making a To-Do List in Excel

We’ll introduce a Check Box in the To-Do List in our last method. The checkboxes make it easier to work with the list. Hence, follow the process to carry out the operation.

STEPS:

  • In the beginning, select the Developer ➤ Insert ➤ Check box.

Apply Check Box for Making a To-Do List in Excel

  • Then, draw the check box shape by dragging the mouse in the required field.
  • Subsequently, use the AutoFill tool to complete the rest.

Apply Check Box for Making a To-Do List in Excel

  • In the end, it’ll return the desired To-Do List and just check the boxes after completing that task.

Read More: How to Create List from Range in Excel


Common Uses of To-Do List in Excel

  1. As a project has many moving parts to it, making a daily or weekly to-do list can help one to keep a tab on all the necessary stuff.
  2. A to-do list keeps a track of all the important parts when publishing a blog post.
  3. Event management can be facilitated if we use a to-do list.
  4. A to-list can assist us in our grocery shopping.
  5. A quick onboarding checklist makes sure a client gets a smooth and enjoyable onboarding experience.
  6. A to-do list is most used when we are planning for a tour and packing for it.

Download Practice Workbook

Download the following workbook to practice by yourself.


Conclusion

Henceforth, you will be able to make a To-Do List in Excel with the above-described methods. Keep using them and let us know if you have any more ways to do the task. Don’t forget to drop comments, suggestions, or queries if you have any in the comment section below.


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Aung Shine
Aung Shine

Aung Shine completed his bachelor’s in Electrical and Electronics Engineering from Bangladesh University of Engineering and Technology. It has been almost 2 years since he joined SOFTEKO and actively working on the ExcelDemy project. Currently he works as a Team Leader where he guides his team members to create technical content. He has published 150+ articles and reviewed 50+ articles. He has also solved various user problems before. He has interests in Data Analysis, Power Query, Advanced Excel,... Read Full Bio

1 Comment
  1. Thx, very helpfull

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