How to Make a Checklist in Excel.How to Use Checkboxes in Excel.
Learning how to create a checklist in Excel is game-changing for many. Making a checklist can help you keep track of many of your daily activities. For example, a checklist can help you remember what to take with you when traveling, or what ingredients are available in a recipe.
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However, not everyone is good with spreadsheets and it can be difficult to create a checklist in Excel. In this post, we will discuss how to create a checklist in Excel as well as some tips for integrating it with other spreadsheet features.
How to Create a Checklist in Excel
The first step in creating a checklist is to list the items or actions that need to be confirmed. Here’s what you should do with an Excel spreadsheet:
To open Excel, click the search button next to the Start menu. Enter “Excel” and click the first result.
In a new spreadsheet, enter the name of the checklist in one of the cells, preferably A1, so that you can easily find out what the checklist is about.
Select the column in which you will list items (example: column). Then click the cell where you want to place the first item or action and enter it.
Enter the rest of the entries in the next cells in the column. Next, select the column in which you are going to check the box. For this example, we will put it in column B since it is next to our listed records. Then follow the instructions below.
How to Use Checkboxes in Excel
Here’s how to check a box in Excel to indicate that the recording is complete:
Check if you have a Developer tab on the Microsoft Excel toolbar. If not, click File. Scroll down and click Options. Then click Customize Ribbon.
Go to the right side of the panel and check the Developer box before clicking OK.
Click the Developer tab. Click the Insert icon, and under Form Controls, select the Check Box check box.
Select the cell you want to check the box, preferably next to the entry in your list.
You can change the checkbox text by deleting the default checkbox text and typing a word or phrase, or deleting the text entirely so that only the checkbox remains.
If you want to move the checkbox, drag it to the desired location.
To copy the exact checkbox in the following cells, click it. Then, hover your mouse over the lower-right corner of the box and drag it down (or in any direction where you want to place the checkboxes).
Important tip: When formatting a checkbox in a cell, hold down the Ctrl key and click the left mouse button to reshape or reshape the checkbox instead of checking it.
How to Link Cells in an Excel Checklist
1. If you want to count the number of checked boxes, link the check box to another cell.
2. Right-click the checkbox and select Format Control.
3. Go to the “Management” tab. Go to the Cell Reference option and enter the name of the cell you want to link.
You will notice that if you check this box, the linked cell will display TRUE.
If you clear this check box, you will receive FALSE.
4. Repeat steps 1 and 2 for the other cells in the column you want to link.
5. For a summary of the number of checked boxes, click the cell in which you want to display the results. Then enter = COUNTIF (C4: C10; TRUE). Replace C4: C10 with the starting and ending cells of the range of cells.
6. If you want to hide the column that displays TRUE / FALSE values, click the column (example: column C). Then right-click and select Hide at the bottom of the pop-up menu.
Modify Your Excel Checklist Using Conditional FormattingÂ
Conditional formatting in your spreadsheet can help your data stand out and make it visually appealing.
1. Select the cell you want to change, then click the Home tab. Go to the right side of the toolbar and click Conditional Formatting.
2. Select New Rule. It will show several types of rules that you can use to edit the selected cell. For now, select Use Formula to determine which cells to format.
3. In the text box below, change the rule description type = $ C4. Then select “Format” and then “Fill”. Go to the “Color” section and change the font color of the cell (example: green). Select “OK”.
Note. Don’t forget to change the cell name. What we have used here (C4) is just an example.
4. Notice that when you check the linked checkbox next to the cell, the text turns green.
5. Repeat steps 1-4 for other recordings.
Important tip: press Ctrl + Shift and drag the cell to where you want to duplicate the checkbox to get the same copy-paste result. This method will also support alignment of checkboxes.
How to Make an Interactive Excel Checklist
If you want to track your progress on a recipe to-do checklist, include the checklist as part of the task completion percentage. Here’s how to do it:
Using the current example, click any cell where you want to display the progress of the task (example: cell E7)
Enter the following formula COUNTIF = COUNTIF ($ C $ 4: $ C $ 10, TRUE). This formula will count the total number of records for which the checkboxes are checked.
To track the progress of all records, enter this in the cell you want to display (example: cell F4) = COUNTIF ($ C $ 4: $ C $ 10, TRUE) / 7 * 100. Note. Remember to replace “7” with the number of entries in the list.
What’s in Your Checklist?Â
Creating a checklist in Microsoft Excel can be fun and can help you get enthusiastic about the activity or item you want to keep track of. Whether you’re making a shopping list or inventory for your store, a checklist is one of the best ways to avoid missing out on any item. Then, create a dropdown list in Excel and make it easy to enter frequently used data into a spreadsheet.
How to Make a Checklist in Excel
How to Make a Checklist in Excel
excel checkbox formula
excel checkbox formula
How to Use Checkboxes in Excel
How to Use Checkboxes in Excel
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