How to Create an Interactive Checklist in Excel
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- Опубликовано: 15 июл 2024
- In this video, I'll guide you through multiple steps to create an interactive checklist in Excel. You'll learn about enabling the developer tab, putting a checkbox, connecting cells and checkboxes, engaging with the checklist, connecting the availability to the checklist, formatting the fonts of the availability column, and adding a summary based on the checklist. Interactive checklists can be used for personal or team task management to streamline workflows. With practical examples and step-by-step instructions, you can effortlessly make an interactive checklist in your own Excel spreadsheets.
👨🏫 Instructor: Sabrina Ayon
🎥 Editor: Sadia Rahman
✨ ⯆ Resources:
ALT+O+D - To open the conditional formatting dialog box
Ctrl+B - To make text bold
▬ Contents of this video ▬▬▬▬▬▬▬▬▬▬
0:00 - Intro
1:33 - Enabling the developer tab
2:05 - Putting a checkbox
3:12 - Connecting cells and checkboxes
4:38 - Engaging with the checklist
6:32 - Connecting the availability to the checklist
7:13 - Formatting the fonts of the availability column
8:23 - Adding a summary based on the checklist
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This is an amazing video, I would love to see more of these from you.
Superb! I am amused watching such videos where all the possible solutions are included. Thanks, Exceldemy for making an excellent video.
Its useful knowledge thank you well done😊
Dear @riazahmed1200,
Thanks for your appreciation. It means a lot to us.
Regards
ExcelDemy
@4.26 - Do we need to do manual action for linked cell from E6 to E14 , no other way to copy format control ?
Dear @IndianYakker,
Thank you for your question. Regarding your question on avoiding the manual action of cell linking. Unfortunately, you have to repeat the process manually for each checkbox. Every checkbox is unique, so they need to be linked individually.
That said, Excel will soon have a new checkbox feature. This feature is currently in beta phase with limited accessibility. Hopefully, it will be available to the masses soon. You can check out our video on the new checkbox feature of Excel.
New checkbox feature: ruclips.net/video/opgsW4w12yY/видео.htmlsi=KwxAq36CAdefljxk
Make sure to stay connected with Exceldemy! 🎉❤. Have a good day.
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Exceldemy
@@exceldemy2006 thank I did manually 🤗 for 80 records .
@@exceldemy2006 also I experienced issue when delete any unused checkbox.
Dear @@IndianYakker,
Thank you for your feedback. We are sorry to hear that you are facing issues deleting unused checkboxes.
To delete a single checkbox:
Right-click on the checkbox then click anywhere within the checkbox. This selects the checkbox, now press the Delete key on your keyboard.
To delete multiple checkboxes:
Press and hold down the Ctrl key and click on the checkboxes to select them. Press the Delete key to remove the checkboxes.
Make sure to stay connected with Exceldemy! 🎉❤. Have a good day.
Regards,
Exceldemy
Awesome thank you , but delete option also be in Right click as per me . anyway thankyou@@exceldemy2006
Can you upload this digital checklist to canva to add graphics and make your checklist look fun?
Hello @donnacottle9713,
You can download our Excel file the try it out and let us know about the outcome so that we can make a video tutorial about it.
Regards
ExcelDemy
MADAM I HAVE EXCEL 2013, NOT OFFICE 365 IS IT OK?
Yes, it is perfectly fine to have Excel 2013 instead of Office 365.
Problem with checklists in excel is the requirement for the manuel connection to cells, still in 2023... :/
Hello, *StanTR!*
Thank you for bringing up your concern about the manual connection to cells in Excel checklists. But once you create this checklist, you don't need to manage your task manually. Still, if you want something that will do the work for you just with a click, it may be worth contacting the Excel support team to ask about any potential updates or improvements that could be made to address this issue.
Stay connected with *ExcelDemy.*