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Create a Printable Checklist using Microsoft Excel® | Updated 6/11/2020

After looking at the search data on my site, the one phrase in the top 10 that kept coming up was 'checklist'. So, by popular demand, we've created a few different printable checklists along with some checklist templates that you can edit in Excel.

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To make an effective checklist, start by breaking up a big project into small tasks. That way, the goal will not appear too daunting. If you have a month-long project, use our free to-do list templates to jot down your daily tasks. Canva’s checklist templates come with bullets, dividers,. The points written in this basic checklist template are constructed by professional writers who are well-versed with the knowledge of Human Resources. If you have a pre-made content that needs to be placed in the template, download the template from this section and convert it into any format of your choice for further editing.

Check List Templates


Prepare for a visit, spring-clean, or create a cleaning schedule.
A room-by-room checklist for seasonal cleaning.
Be prepared for your vacation, business travel, or college.
Download a general checklist for your camping trip.
Use this backpacking list to help you remember the essentials. Includes packing tips.
Things to do to get ready and things to do after you've moved.
Stuff you'll need to have or do after that new baby comes.
Print a simple blank grocery list or a categorized grocery list.
This annual calendar was designed to be used as a New Year's Resolution Checklist.
Stuff to consider when planning a wedding.
A new look for our original wedding checklist template.
Uses fun Excel features like conditional formatting to cross out items when completed.
A general-purpose task list for assignments, projects, or whatever.
Grocery List with Meals
Excel, PDF, GS
List your weekly meals and create a categorized grocery list using this simple template for Excel.
Grocery Checklist - Print and Fold
Excel, PDF, GS
Print four separate grocery lists on a single page then fold in half twice to make a list that fits in your pocket.

To Do and Task Lists


Great for creating to do lists for projects.
A printable to do list for highlighting primary and secondary tasks.
A very simple 2-column or 3-column to do list for Excel or PDF.
A to do list spreadsheet designed for tracking homework assignments.
Print a to do list for checking off your most important tasks on specific days of the week.
Print separate to do lists for different family members or task categories on one page.
A simple general-purpose Excel task list for simple projects.
A simple task list that demonstrates the use of custom icon sets to display priorities.
Download templates for tracking and ranking action items.

Other List Templates


Keep track of wedding invites and RSVPs for your wedding dinner and reception.
Make a list of people to invite to your wedding dinner and reception. Track RSVPs and estimate costs.
Create a list for gifts, Christmas cards, service company contacts, etc.
Create and print a list of medications, pills, vitamins, and supplements.
Add a Customer List worksheet to your invoice, work order, or other worksheet. Includes instructions for how to set up a drop-down list and create lookup formulas.
Keep track of your online usernames and passwords with a printable password list. Remember to store your list in a secure location.
Maintain a sortable list of online usernames and passwords using Excel. Remember to store your data securely. Not recommended for websites that store financial or other sensitive data.
Track grocery prices so that you can know when to buy items on sale. Edit and use on the go via mobile Excel.
Feature Comparison Template
Excel
This template includes many different techniques for creating a feature comparison table with ratings and check marks.
Pros and Cons List
Excel, GS
Create a pros and cons list when you need help making an important decision.
Phone List Template
Excel
Learn how to create a sortable 2-column phone directory in Excel.
Home Inspection Checklist
Excel, Word, PDF, GS
A room-by-room inspection checklist for home buyers and sellers. For personal use, not for official certified inspections.
SMART Goal Worksheet
Excel, GS, PDF
Create a SMART goal and check off the steps as you complete them.

Creating Checklists in Excel

Checklist Progress Bar

The main question people have when creating a checklist in Excel is what method to use to create the check box. I've listed the most common methods below, along with an explanation of the uses and pros/cons.

  • Cell Borders - This is perhaps that simplest and fastest way to create a checklist from scratch. Just size the column containing the check boxes so that they appear square. It is easy to customize by copying and pasting items, inserting new items, etc. I use this approach in the wedding and camping checklists.
  • Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.
  • Parentheses ( ) or Brackets [ ] - This is a very common simple approach for including a checkbox within a text-based file. You'll see this approach used a lot in legal documents and other types of forms. If that's the look you're going for with your checklist, then by all means, go for it.
  • Autoshapes (Drawing Objects) - I don't recommend this approach unless you are going for something fancy, like using fluffy clouds in your check list. Moving a bunch of autoshapes around in the spreadsheet can get messy and annoying.
  • Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.

Creating a Checklist in Google Sheets

Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.


Sharing Our Checklists

Our checklists and checklist templates are licensed for personal use only. However, to avoid a bunch of emails, I will also say that I am okay with you doing almost anything with these checklists except posting the checklist (or anything you have created using the checklist template) on the internet or selling it. That includes permission to print and distribute as many paper copies of your checklist as you need. Don't remove the copyright or hyperlinks that I've included in the spreadsheet, though.

Thank you.

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Checklist Pro

You may not be at every job with your employees but you can make sure every job goes as well as it would if you were by creating custom checklists for each type of job or service call you run.

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How To Create a Checklist

Click on 'My Apps' then 'Checklist'

Scroll to the Productivity section and click 'Learn More' under Checklists.

If this is your first time making a checklist you will be prompted to 'Create A Checklist' or if you are a returning user Click on '+ Checklist' in the top right corner.

Name your Checklist and start adding in checklist items.

You have the option of choosing from the following 3 types:

  • Checkbox - Simple check to mark an item off as done

  • Text - Record notes, readings, findings, or any other text

  • Pass/Flag/Fail - Mark the status of a component with a green, yellow, or red status indicator

Once you are finished adding in your checklist items press 'Next' in the top right.

Checklist settings

You can prevent an employee from being able to tap 'Finish' if they have not completed a checklist by turning the toggle ON

How to Add Checklist to Jobs

*see applied checklist from mobile*