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Home»How To»How to create a checklist in Excel
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How to create a checklist in Excel

AdminBy AdminDecember 20, 2022No Comments3 Mins Read
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It’s simple to create a checklist or to-do list on Microsoft Excel to keep track of daily tasks. Most of us use to-do apps to keep track of our daily tasks on a given day. To construct a checklist, simply follow these easy steps through to the end:

Summary of Contents

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  • Turn on Developer Tab
  • Prepare Tasks in Excel
  • Enter Checkboxes in Excel
  • Allocate a cell to each Checkbox
  • Apply Conditional Formatting

Turn on Developer Tab

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Start by turning on Excel’s Developer tab. You must first go to File and select Options, at which point Excel Options will appear in the dialogue box. After choosing Customize Ribbon, tick the box next to Developer, and then click Ok. The Developer tab can now be found on the Excel ribbon.

Prepare Tasks in Excel

Now create a column called “To Do” and begin entering the chores you intend to complete.

Enter Checkboxes in Excel

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You now need to add Checkboxes in addition to the To-Do column. All you have to do to accomplish that is click on the Developer tab, followed by the Insert tab, which is located under Form Controls. After that, insert the checkbox by clicking on the Excel cell.

Right now, you’ll see a default text next to the checkbox. Right-click on the checkbox to deselect it, then choose Edit Text from the menu, and finally delete the text.

Allocate a cell to each Checkbox

You must now give each checkbox a cell of its own. To do this, we must check and uncheck the boxes to the right of the checkboxes, where TRUE and FALSE values are displayed. We may utilise those numbers in this method to determine whether or not all the boxes are checked. Right-click the checkbox and select Format Control to do this.

Following this, you will be given the choice of the control tab, where a cell link box will be shown. Now select the button you want to assign to the checkbox on the right side of the Cell link box, and then click OK.

To select the cell for the remaining checkboxes, repeat the procedure.

Apply Conditional Formatting

Click on Conditional Formatting under the Home menu and choose New Rule to choose the assignment. Use a formula to decide which cells to format, then click Format, choose Strikethrough under Effects, choose red from the Color selection, then click OK to finish. Repeat for every assignment you entered.

You can only view the tasks that are undone in the Excel sheet since the column is now hidden each time you check the column that gets updated and uncheck the checkbox. To accomplish this, check the box next to the task, which will turn red. You should also strike out the text that says the activity has been completed.

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