How To Create Checklist in Excel || Create an Interactive Checklist in Excel || Excel Tricks

How To Create Checklist in Excel || Create an Interactive Checklist in Excel || Excel Tricks

In this tutorial let us learn How To Create Checklist in Excel

Checklist is the checkbox in excel which can help us as a tracker in maintaining the log of activities and more widely can be used in the dashboards effectively.

Now, let us see how to create one checklist.

First, we need to add the developers tab to the ribbon,
Right click anywhere on the menu ribbon and select customize ribbon

Here, add the Developer tab, by selecting the checkbox option and click ok.
Then, you can view the Developer tab in the menu bar like this.

Below are some of the activities that I would like to track.
Go to Developer tab, Click on Insert and then select Checkbox from the Form controls and draw in cell C5.

You can rename the checkbox text as per your wish.

Now drag the checkbox against all the activities rows.

You can see checkboxes for all activities now.

Right click on the first checkbox and select Format control and under control tab, give the cell reference as D5 for cell link.

Now your checkbox is linked to cell D5. If the checkbox is selected, it will show as True or else False.

Now repeat the same process of giving reference to respective cells in column D.

Once you are done with the cell links, you can use the column D to get a summary of how many activities have been completed
Like in Cell C15, I type the formula as =COUNTIFS(D5:D14,"True") and we get the result as 7.

Got it friends?

So friends, in this way you can Create Checklist in Excel

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[shraddhabaeet]

This is crisp and timesaving video!! Loved it!! 💯❤

[homeyweara]

hello I want to change the text of "true" "false" if the case is ticked or not, how to do it? very interesting video
would also know if it's possible to highlight green or red the cell if this is ticked or not (respectively)

[moisestatis]

Very good video, thanks. If I have a recurrent task list, how can I add a bottom to clear/ clean checklist to be ready to use again. Thanks

[jimp]

Love the video. Changing the name doesn't work for me and the box doesn't move if the cell changes sizes. Neat idea though.

[naqiuddinwahab]

Hi, how can i change from 'true' or 'false' to 'done' or 'in progress'?

[muralikrishnap]

Hi good video but one thing is i am getting check box overlapped with true/false how to solve it please do reply it will really help me out

[dishacrafter]

Sir, This is very interesting video . I have a question how to hide of true & false??

[nldm]

you should really start from the beginning, how are all the cells empty etc. Assume we barely know how to open excel.

[jlryan]

When I drag it into the other cells, if one of them is checked they all get checked. How do I turn this off?