- Open Google Sheets and make a blank document. Insert the items and steps to add into your new sheet, then highlight the rows on the column, which are at the right side of the task list, to insert a checkbox segment. Click Data followed by Data validation. Tap List of Items and change its characters. And, click Save.
- Or, access the Google Sheets main page and select Template gallery. Scroll down and tap To-do list. Change its title into “Checklist” and edit its content and format.
One of the most overrated yet highly effective task management tools is a checklist template. Nuanced with conditional formatting and adding one checkmark or tick at a time, you can’t deny that checklists do save lives. From reducing errors and forgetfulness down to staying productive and responsible, no doubt, following a task list or checklist is your go-to tool in optimizing efficiency. And if you want to explore your use of checklists in a spreadsheet, specifically Google Sheets, you will learn how easy it is below.
How to Create a Checklist on Google Sheets
Besides the conventional Excel or Word documents, lessons from Alice Keeler books, or Google Slides in Google Drive, you can certainly use checklists on online word processors such as Google Sheets. You can insert your own Google Sheets checkbox formula, add as many checkboxes or items as you want, and depend on your task list regularly. So to start making your checklist in Google sheets, bear in mind these steps:
1. Access your own Gmail account to use Google Sheets. However, Google Sheets is unaccessible if you don’t have a Gmail account. So create an account ahead to access Google Sheets and many other Google features. Expect the Google Sheets main page to look like this:
2. Inside Google Sheets, click the Blank button which is a box with a plus sign in Google’s signature colors at the center. Then, list the items and necessary steps to incorporate into your new sheet. Next, highlight the specific rows on the column at the right of the task or item list where you need to insert the section for tick boxes or checkboxes.
3. Now that the necessary cells have been highlighted, proceed to click Data at the top menu. Then, click Data validation.
4. You will be directed to the data validation toolbox so the next step is to tap List of items under the criteria section. Copy and paste the checkmark symbol as well as the cross symbol since they represent the check or X mark. Also, separate the two characters using the comma symbol.
5. You may alter the rest of the editable features under the data validation. This includes setting a due date, progress checker, and notes. Then, press Save when you are done. Thus, a checkbox now appears in your list. And as you view the dropdown arrow, you can either cross or check every item in the checklist. You just finished making your own checklist!
6. If you wish to use a template as your checklist, it is also super easy. Go back to Google Sheets’ main page and select Template gallery. Then, scroll down and click the To-do list template under personal templates. And voila! You have a premade template where you need not create a checklist from scratch. Simply change its title to “Checklist” and edit its content or format to finish your checklist.
Note: Are you interested in more checklist templates? Template.net promises you a huge collection of editable checklists in Google Sheets. Download a template now!