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How to create a checklist in Excel

Read the article to know how to do it on your spreadsheet directly

Creating a checklist or To-Do list on Microsoft Excel for keeping a track of day to day work is very easy. Most of us use To-Do apps to list down the day to day tasks on a particular day. Here are the simple steps that you can follow through the end to create a checklist:

Turn on Developer Tab

At the outset activate the ‘Developer’ tab in Excel. First, you need to head to File and choose Options now you will see Excel Options in the dialog box. Then select the Customize Ribbon option, after this check the box beside ‘Developer’ and click Ok. Now on the Excel ribbon, you will spot the Developer tab.

Prepare Tasks in Excel

Now set up a column ‘To Do’ and start adding the tasks that you want to do.

Enter Checkboxes in Excel

Apart from the to-do column you now need to add Checkboxes. In order to do that all you have to do is click on the Developer tab next click on the Insert tab that you will find under ‘Form Controls’. After that click on the Excel cell and then insert the checkbox.

Now you will notice a default text to the right of the checkbox. In order to remove that right click on the checkbox then select the ‘Edit Text’ option and erase the text.

Allocate a cell to each Checkbox

Now you are required to allocate a cell to all the checkboxes. While doing this we need to tick and un-tick to the right of the checkboxes where you will see TRUE and FALSE values. This process will allow us to make use of those values to check whether all the boxes are checked or not. To do so right-click on the checkbox and opt for Format Control.

After this, you will get an option of the control tab you will spot a cell link box. Now click on the button on the right side of the Cell link box that you would like to allocate to the checkbox then click ok.

Repeat the step to select the cell for the remaining checkboxes

Apply Conditional Formatting

To select the task click on ‘Conditional Formatting’ under the ‘Home’ tab and select ‘New Rule’. To do so ‘Use a formula to determine which cells to format’, now click on ‘Format’ button, select ‘Strikethrough’ under ‘Effects’ and go for a red color from ‘Color’ dropdown and click ‘Ok’. Do again for each task you entered.

Now the column gets hidden every time you tick the column that gets updated and unticks the checkbox, so you can only view the tasks that are undone in the Excel sheet. To do so tick the checkbox beside the task that will turn red as well as striking off the text for completing the task

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