How to insert checkbox in Excel

Link a Checkbox | Create a To-Do List

The checkbox in Excel is very useful to create a checklist. In this lesson, we are going to discuss how to insert checkbox, link a checkbox, and create a checklist.

Insert a Checkbox

1. On your excel Developer tab, click “Insert.”

2. Click the Check Box in the Form Controls.

insert excel checkbox

3. By pressing your mouse down and dragging it to the sides, draw a checkbox in cell E4.

draw an excel checkbox

4. To edit or delete the text in the Check Box, right-click on the checkbox and then click “Edit Text.” You now can edit or delete the text.

edit text in excel checkbox

Below are steps to link a checkbox to a cell.

1. Right-click the checkbox and click “Format Control…”.

linking excel checkbox

2. Link the checkbox to cell C3.

format object dialog box

3. Now, test the checkbox. When checked it shows “TRUE” in cell C3 and when unchecked it shows “FALSE.”

excel checkbox showing FALSE

Create a To-Do List

1. Draw checkbox in cell C3. Remove any text by right-clicking and renaming it (delete text).

2. Select C3 and, using the fill handle, drag it down to cell C9.

creating to-do list using excel checkbox

3. Right-click the first checkbox and then click “Format Control…”.

excel format control

4. Link the checkbox to cell D3.

5. Repeat step 4 for six other checkboxes.

6. Insert a COUNTIF function to count the number of activities in the to-do list that are done.

checkbox count using COUNTIF function

7. Let’s write another IF function in cell C14 to see if I met my daily goal.

checkbox count using IF function

8. Check all the boxes and see what the results look like.

creating a to-do list using excel checkbox features

Note: If you want, you can hide column D to make the spreadsheet look better. You can also download the Excel file here.

7 of 7 completed! Congrats!! You can now move on to Chapter 02: Next Example >>
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