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How to Create a Checklist in Word: A Comprehensive Guide [2024]

November 10, 2023 1.6K views

When it comes to staying organized and ensuring no task is left behind, checklists prove to be indispensable tools. However, crafting checklists, especially with checkboxes or finding suitable templates, might seem daunting due to variations in systems. In this guide, we address these concerns, offering detailed instructions and insights on creating checklists in Word.

Download Checklist Templates for Free on WPS Template

: Create a Checklist in Word



Looking for hassle-free ways to create checklists? WPS Office offers a wide range of Word checklist templates that cater to various needs. These templates are not only convenient but also designed to enhance your productivity. By utilizing WPS Office's collection of templates, you can save time and effort while creating effective checklists.

Explore the comprehensive selection of templates available on WPS Template. This platform provides a user-friendly interface, making it easy for you to find the perfect template for your specific requirements. Here is some example template from WPS

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Stay organized at work with the "Checklist of Office Supplies" template. This checklist covers all the essentials you need for a productive day, from pens and notepads to tech gadgets. Keep track of your office supplies effortlessly and ensure you're always ready to tackle tasks.

Checklist of Office Supplies


Heading to a dorm? Simplify your packing process with the "Dormitory Items Checklist" template. This checklist has you covered with everything you need for dorm life, from bedding and study materials to personal care items. Make moving into your dorm a breeze with this handy list.

Dormitory Items Checklist


New Baby Checklist


Preparing for a new arrival? The "New Baby Checklist" template has all the essentials you'll need for your baby's arrival. From baby clothes and diapers to nursery must-haves, this checklist helps you get ready for the exciting journey of parenthood.

How to Create a Checklist in Word on Windows?

If you're using Windows and want to create a checklist in Microsoft Word, we've got you covered. Follow these step-by-step instructions to craft your checklist with ease:

Step 1: Open a new Word document.

Step 2: Click on the "File" tab and select "Options".

select


Step 3: In the "Word Options" dialog box, select the "Customize Ribbon" tab.

the


Step 4: In the "Main Tabs" list, select the "Developer" checkbox and then click the "OK" button.

the


Step 5: The Developer tab will now be displayed in the Word Ribbon.

Step 6: Click on the "Check Box Content Control" button in the "Controls" group of the Developer tab.

the Developer tab.


Step 7: The cursor will change to a crosshair. Click where you want to insert the checkbox.

insert the checkbox.


Step 8: Type the text for your checklist item.

checklist item..


Step 9: Repeat steps 6-8 to insert more checkboxes and text for your checklist.

Step 10: To check a checkbox, click on it.

Step 11: To uncheck a checkbox, click on it again.

Here are some additional tips for creating a checklist in Word:

  • You can change the size and color of the checkboxes by right-clicking on a checkbox and selecting "Format Object".

  • You can also change the text that appears inside the checkboxes by double-clicking on a checkbox and editing the text.

  • You can group checkboxes together by selecting the checkboxes and then clicking on the "Group" button in the "Drawing Tools" tab.

  • You can export your checklist to a PDF file by clicking on the "File" tab and selecting "Export".

By following these steps, you'll be able to create a customized checklist in Microsoft Word on your Windows computer. Stay organized and keep track of your tasks effortlessly!

How to Create a Checklist in Word on Mac?

Creating a checklist in Microsoft Word on your Mac is a straightforward process. Follow these step-by-step instructions to craft your checklist effortlessly:

By following these instructions, you'll be able to effortlessly create a personalized checklist in Microsoft Word on your Mac. Keep track of tasks and stay organized with ease!

Step 1. Open a new Word document or an existing document where you want to create the checklist.

Word on Mac


Step 2. Go to the View menu and select the Developer tab. If the Developer tab is not visible, you need to add it to the Ribbon. To do this, go to Word > Preferences > Ribbon & Toolbar. In the Customize the Ribbon group, check the box next to Developer and click OK.

check the box next to Developer


Step 3. On the Developer tab, click the Check Box Content Control button.

Check Box Content Control button.


Step 4. Place the cursor where you want to insert the checkbox.

Step 5. Click the Check Box Content Control button again. A checkbox will be inserted at the cursor position.

Step 6. Repeat steps 4 and 5 to insert as many checkboxes as you need.

Step 7. To customize the checkbox, right-click on it and select Properties. In the Content Control Properties dialog box, you can change the checked symbol, unchecked symbol, font, size, and color of the checkbox.

Step 8. To check or uncheck a checkbox, click on it.

How to Create a Checklist with a Checkbox in Word?

Adding checkboxes to your checklist in Microsoft Word is simple and effective. Follow these step-by-step instructions to include checkboxes in your document:

Step 1: Open a new Word document.

Step 2: Click on the Developer tab.

the Developer tab.


Step 3: In the Controls group, click on the Check Box Content Control button.

the Controls group


Step 4: The cursor will change to a crosshair. Click where you want to insert the checkbox.

Step 5: Type the text for your checklist item.

Step 6: Repeat steps 4-5 to insert more checkboxes and text for your checklist.

Step 7: To check a checkbox, click on it.

Step 8: To uncheck a checkbox, click on it again.

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FAQs 

  • How can I share my checklist with others?

Sharing your checklist with others is easy:

Step 1: Save the checklist on your computer.

save checklist


Step 2: Email it as an attachment or upload to cloud storage.

Step 3: Use collaboration tools like Microsoft Teams or Google Docs for real-time editing.

Step 4: Share the link or file with recipients.

share file


Keep privacy in mind and provide clear instructions for collaboration.

  • Can I print my checklist directly from Word?

Absolutely! You can easily print your checklist from Microsoft Word:

Step 1: Open Document: Open your checklist in Microsoft Word.

Step 2: Click Print: Go to "File" and click "Print."

Print file


Step 3: Set Preferences: Choose your printer and adjust settings.

Step 4: Hit Print: Click "Print" to get your checklist on paper.

Printing your checklist directly from Word is simple and quick.

  • How do I edit the checklist after creating it?

Editing your checklist in Microsoft Word is straightforward:

Step 1: Open Document: Open the checklist document in Microsoft Word.

Step 2: Make Changes: Click directly on the item you want to edit. You can add, remove, or modify text.

Step 3: Formatting: Use Word's formatting tools to make changes to font, color, or style.

Fomatting


Step 4: Checkbox Editing: If using checkboxes, you can mark or unmark them by clicking inside.

Step 5: Save Changes: Save your edited checklist by clicking "File" and selecting "Save."

save file


Remember to save your changes so that your updated checklist is ready to go.

Summary

To sum it up, this article guides you through creating checklists in Microsoft Word for Mac and Windows, with a focus on adding checkboxes. It also highlights WPS Office as a user-friendly and powerful alternative. WPS Office offers modern tools for document tasks, making it a valuable resource for efficient checklist creation and management.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.