Create checklist in Excel ; If you are creating an Excel file to monitor your daily tasks or share it with others, using a checklist can make data entry in Microsoft Excel easy.
Checklists have many uses, and using them makes it easier to follow many trends. For example, you can create a travel checklist and list all the items you need for your trip so that you do not miss anything. Companies can use checklists for their products.
Many daily tasks, including purchases, monthly bills, daily tasks, and ongoing projects, can be neatly listed in a checklist to help organize and speed things up. Many successful people keep track of their daily routines to keep track of their performance by building a checklist. In this Wironal tutorial you will learn how to create a checklist in Microsoft Excel and customize it.
Create checklist in Excel
Before doing anything you need to make sure you have access to the Developer tab. If you do not see this tab at the top of the Excel spreadsheet, it will only take a minute to display it.
Activate the Developer tab in Excel
Right-click on the ribbon or Excel ribbon (row of tabs and buttons at the top of Excel) and select Customize the Ribbon from the menu that appears. Instead you can go to the File tab, select Options and then Customize Ribbon from the menu.
On the right side of the window, under Customize the Ribbon, you should select the Main Tab option. In the list below this section, check the Developer option.
Click OK to save the changes to close the window.
Add list items to the checklist
The best way to start building a checklist is to add items to the list. You can always add other items to the list or remove previous ones; But this will give you a general idea of how to make a checklist and add the necessary checkboxes. As always, it is possible to add row or column headers.
Add a checkbox
The main part of the checklist is the checkbox, and the Developer tab is used here. Click one of the items you added to the spreadsheet to add a checkbox.
In the Controls section of the Excel ribbon on the Developer tab, click the Insert button. In the Form Controls section, select the checkbox option in the menu that appears.
This changes the mouse pointer to a positive sign. Now if you click on the screen and hold down the right mouse button, drag it and then release, a checkbox will be created.
By default, there is a tag next to the created checkbox that is not needed in this case. To delete this post, select it and press the Backup or Delete button on the keyboard. After removing this tag, you can change the size and location of the checkbox.
Checkbox formatting
After inserting a checkbox, you can change its appearance if you wish. To do this, right-click on the check box. Make sure you right-click the control, not the cell that contains it.
Select Format Control from the shortcut menu.
In the Format Control window you can see the Colors and Lines and Size tabs. These tabs allow you to change the appearance of the checkbox (such as color and size). Click OK after making the desired changes.
Checkbox settings
Another tab that you see in the Format Control window is the Control tab, which allows you to adjust the value, add a cell link if necessary, and apply a three-dimensional shadow.
When you create the checkbox, the box is unchecked. Depending on the type of check box you are making, you may need to check the boxes from the beginning. When the checkboxes are provided to the user in a checked form, he has to uncheck the items he does not want. To change the default status of checkboxes from checked to checked, in the Control tab and under the Value section, select the Checked option.
Cell link
If you want to use your checklist in Excel formulas, you should refer to the Cell Link box. When you enter a cell in the Cell Link box in the Control tab, a value of True or False (based on the checked or unchecked box) is displayed. For example, suppose you have a checklist of 25 items and you want to use the COUNTIF function to find out the number of checked items.
To do this, type the cell reference in the Cell Link box or click on the cell in the spreadsheet to fill the box automatically.
Add the rest of the checkboxes
Follow the steps above to add a checkbox to the rest of the checklist. To speed up this, you can use AutoFill or AutoComplete to copy checkboxes and checkboxes to other cells in the list.
To use AutoFill, place the cursor in the lower left corner of the cell containing the checkbox. When you see a positive sign, drag the mouse to fill the remaining cells, then release the mouse.
If you have experience creating checklists in Excel and know some useful tips about it, share it with us and Wironal users.
