With the checkboxes in place we want to automatically format the items when they are checked by writing a Conditional Formatting rule. So column A will be used to know if a box is checked or not. When a box is checked this linked cell displays TRUE, and if not will display FALSE (or blank if unused). Watch this video to see how to create a macro that links all the checkboxes of a sheet to a cell saving lots of time. Unfortunately this means you need to repeat this process for every checkbox in the list. When linking to a cell only absolute cell references can be used such as =$A$4. The font of column A has been set as white so the values are not visible to the user. Then type = in the Formula Bar and select the cell you want to link the checkbox value to. Select the checkbox by pressing Ctrl and clicking on it. You then need to link the checkbox value to a cell. Select the cell containing the checkbox (not the checkbox itself) and copy and paste that cell to all the others in the list where you will need a checkbox. Right mouse click the checkbox and select Edit Text to change the default label. In this tutorial I have deleted the text next to the checkbox. Resize and position the checkbox so that is neatly fits inside a single cell.
On the Developer tab, click the Insert button of the Controls group and then click the Check Box (Form Control) button.Ĭlick and drag to draw the checkbox onto the spreadsheet. If you do not have this, right mouse click on the Ribbon, select Customize the Ribbon and then check the Developer box. To insert checkboxes in Excel, you need the Developer tab on the Ribbon. Your checklist could however be for any list of tasks, inventory or products. In this tutorial, I am using the idea of a Christmas shopping list of names (shown below). To do this we will first need to insert checkboxes onto the spreadsheet, we then need to be able to highlight an item when it is completed. The checklist will automatically mark the items in a list when they are checked. In this blog post, we look at creating an interactive checklist in Excel.
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