Checklist

 

This example teaches you how to create a checklist in Excel. First, turn on the Developer tab. Next, you can create a checklist.

Checklist Example

To create this checklist, execute the following steps.

1. On the Developer tab, in the Controls group, click Insert.

Click Insert

2. Click Check Box in the Form Controls section.

Add a Check Box

3. Draw a check box in cell B2.

Draw a Check Box

4. To remove "Check Box 1", right click the check box, click the text and delete it.

5. Select cell B2.

6. Click on the lower right corner of cell B2 and drag it down to cell B11.

Copy Check Box

7. Right click the first check box and click Format Control.

Format Control

8. Link the check box to the cell next to it (cell C2).

Cell link

9. Repeat step 8 for the other check boxes.

10. The count the number of items packed, insert a COUNTIF function into cell B14.

Countif Function

11. Hide column C.

12. Insert an IF function into cell B16.

Result:

Checklist in Excel

Note: we created a conditional formatting rule to change the background color of cell B16 depending on the cell's value.

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