How To Create a Printable Checklist in Excel

Many of us may have a hard time keeping up with all our random thoughts, things happening around us, and tasks we need to complete. But instead of relying on your memory, you can create a checklist to quickly let you know what’s on the agenda and what’s going to happen next.

A popular way to create a printable checklist is to use Microsoft Excel. This program is very easy to use and you will master the basics in minutes. Read on to create your unique checklist in Excel.

Create a printable checklist in Excel on a PC

Checklists are useful for many events, such as the following.

  • Weddings
  • Projects at work
  • Daily tasks

While you can always use pen and paper to make one, it can take too much time. You can also change your mind, but the ink is already on the paper. Therefore, in the long run, it is much better to use Excel for this list, as you can enter and modify items at will.

To get started, the Developer tab in Microsoft Excel must be enabled for the method we will be using. If it’s already there, you can skip this part. If not, here’s how to enable it.

  1. Start Microsoft Excel on your computer.
  2. Create a new project.
  3. Right-click anywhere on the access bar.
  4. Select ‘Customize the ribbon’.
  5. Go to the “Customize Ribbon” tab.
  6. Click on ‘Popular Assignments’.
  7. Look for the “Developer” option.
  8. Enable it and save your settings.

The Developer tab now appears on the ribbon.

Then you create a bulleted list. This is easy because all you need to do is type all the tasks and categories in the project. Take the time to avoid mistakes.

Your list can be anything you want: a grocery list, a daily to-do list, or wedding plans. For the latter, you can add more categories for precise management.

Once the list is complete, you can start with the next section. You are going to insert the check boxes.

  1. Click the Developer tab.
  2. Click on “Insert”.
  3. Select the “Checkbox” option.
  4. Place it in a cell.
  5. Remove the “Check Box” text created when you insert the object.
  6. Click and drag on the cell with the check box.
  7. Select the plus sign.
  8. Drag the character over the cells to which you want to copy the check box.
  9. The list is complete.

Technically, you don’t need to enable developer mode if you want a simple checklist. This type of box is clickable in Excel, but if you want to print the list, do not click on it.

Here’s the more accessible alternative.

  1. Click on an empty cell.
  2. Select the “Insert” tab.
  3. Choose “Symbol”.
  4. Look for “Wingdings” in the “Font” list.
  5. Scroll down until you find an empty box.
  6. Click the cell with the box and then click the plus sign.
  7. Press and hold the box and drag it down.
  8. Now all the cells you marked have empty boxes.

Using Templates

While it’s great to make your own checklist, you can always download a template and create a list with ease. There are many free templates available on the internet.

  1. Open Microsoft Excel.
  2. Click on “New”.
  3. Type “Checklist” in the search bar.
  4. Open any template.
  5. Start by creating your personal checklist.

That’s how easy it is to use templates.

Follow these steps to download a custom template and then make it available in Excel.

  1. Download a custom checklist template.
  2. Copy the file.
  3. Go to the C drive.
  4. Click on “Users” and your username.
  5. Navigate to ‘Documents’.
  6. Open “Custom Office Templates”.
  7. Paste the modified template there.
  8. Open Microsoft Excel.
  9. Find your template and start creating a checklist.

You can use community created lists as they are or make some changes. It’s all up to you and the situation.

Additional FAQs

How do I create a checklist template?

After you create a checklist with Excel, you can save it as a template. Here are the steps.

1. Create your checklist.

2. Click the “File” button.

3. Select ‘Save As’.

4. Give the file a name.

5. In the list of formats, select ‘Excel Template’.

6. Save the file.

7. You can now use this template for future projects.

All done

Checklists are easy to create in Microsoft Excel. The tools to do this may not be there at first, but once you enable the Developer tab, everything comes together nicely. You can even use templates created by other people.

What do you use your checklists for? Do you have a favorite template? Let us know what you think in the comments section below.

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