This example teaches you how to create a checklist in Excel. First, turn on the Developer tab. Next, you can create a checklist. You can also insert a check mark symbol.
To create this checklist, execute the following steps.
- On the Developer tab, in the Controls group, click Insert.
- Click Check Box in the Form Controls section.
- Draw a check box in cell B2.
- To remove “Check Box 1”, right click the check box, click the text and delete it.
- Select cell B2.
- Click on the lower right corner of cell B2 and drag it down to cell B11.
- Right click the first check box and click Format Control.
- Link the check box to the cell next to it (cell C2).
- Repeat step 8 for the other check boxes.
- The count the number of items packed, insert a COUNTIF function into cell B14.
- Hide column C.
- Insert an IF function into cell B16.
Result:
Note: we created a conditional formatting rule to change the background color of cell B16 depending on the cell's value.