Checklists are extremely important for all kinds of work in any company. They help their users to ensure they will perform all the necessary steps to complete any task. And, to create them, all you need are the basic tools you might be using in daily work: Word and Excel. 

Using Microsoft Word or Microsoft Excel to create checklists is simple but may get confusing for some users. That’s why RoyalCDKeys will help you by showing the simple steps you need to perform to create a checklist on both platforms.

When using Microsoft Word, there are two different lists you can create. They are very similar but have some differences. They are the printable checklist and the clickable checklist. Let’s see how to make those.

They are quite easy to make and won’t take much time from you. After opening Microsoft Word, you need to create a new bullet list. There will be no need to look for other more complicated items and features, such as the check box or the developer tab. Just put your checklist items into the Microsoft Word document.

So, you just need to start typing everything you want in your bulleted lists; just make sure all your list items are in one line each. You can use the enter button on your keyboard to put each list item in one line. If one of them doesn’t match in one line, you can change the indent option or the spacing of each line to facilitate the visualization.

After that, look for the drop-down list near the bullet icon. From there, look in the library for the checkbox symbol. As the name suggests, these checkboxes are important and can be marked every time a task is done. That’s why you must use them when you create a checklist in Microsoft Word.

Sometimes this may happen, but Microsoft Word users don’t need to worry, as they can still use the checkboxes to create a checklist. You still need to go to the drop-down list near the bullet list on your Word document.

At the very bottom of the list, you need to select “Define New Bullet.” A dialog box will appear, where you will find the checkbox symbol you’re looking for among several other useful symbols. It may not be on the first line of symbols, but it will be there.

The other type of checklist you can use is the clickable one. To create a checklist like that, you will need to explore some other features from Microsoft Word, such as the developer tab, the check box content control, accessing it from the home tab, and maybe some other things.

Some important tasks may demand an executable checklist, which you can access and control from your computer, but to start creating those, you will need to turn on the computer developer tab in your MS Word. In some cases, the developer tab may already appear on the Word ribbon toolbar, but in many others, it won’t. To activate the developer tab, do as follows.

• Go to the Home Tab
• Right Click an empty space to open the option box
• Click “customize ribbon”
• Look for the Developer Tab in the list on the right
• Mark the Checkbox and the Developer Tab will be available

To finish it, you will need to use the check box control since the checkboxes will be on your entire list. Put the cursor in place you want the checkbox to go, and once you click the checkbox control in the controls section, the new checkbox will be there, right-placed where you want it. You can easily create new checkboxes for your checklist by using the copy and paste commands on your keyboard, one for each different line. This process will help you save time.

We have good and bad news for you. The good is that you can also create a checklist using Excel. The bad is that it is a little complicated, and you will need some tools, such as the developer tab we already showed before. The three basic things you need to do when we talk about checklist creation are:

• Activate the Developer Tab to manage the checklist better
• Fill the document with all the items you want on your fillable checklist
• Add all the necessary checkboxes on your fillable checklist

To add a developer tab to your excel ribbon, you can begin with the first step you did in word and follow the same procedure. As soon as you end it, the wanted tab will appear on the ribbon, just like you wanted.

Things are not that different now we are talking about Excel. Your commands will not appear on the first line but will be on the cells. And you will just need to copy them to other cells normally. Another good thing is that there will be no need for advanced formatting. Let’s give more info about it.

The first thing is to add all your list items. Just check to ensure all items are in different cells. If you put the items into only one, you won’t be able to add the checkbox feature to all of them.

With all the items you want to add to the list placed in order, you just need to add the checkbox to the first cell on your spreadsheet. To do so, go to the Developer tab, click insert and, in form controls, select the checkbox. 

You will see the checkbox you created will come with a text saying “check box 1”. You can delete this text and remain only with the check box itself. Mind that the check box won’t automatically resize. After deleting the text, you will need to do it manually if you want. To copy the check box to all the cells below the one that already has the symbol, you need to click the cell and drag the plus sign on the bottom-right corner to the lines below. Then, several boxes will appear.

Source

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Now you already know everything to start creating all your checklists on both programs, Microsoft Word and Microsoft Excel. From finding the developer tab to adding the checkboxes in the right places, all the steps will help anyone who has several tasks to do on a normal day of work. 

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