How to insert checkbox in Excel
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](https://overallmoney.com/wp-content/uploads/2022/03/check-box-1.png)
3. By pressing your mouse down and dragging it to the sides, draw a checkbox in cell E4.
![draw an excel checkbox](https://overallmoney.com/wp-content/uploads/2022/03/check-box-2.png)
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](https://overallmoney.com/wp-content/uploads/2022/03/check-box-3.png)
Link a Checkbox
Below are steps to link a checkbox to a cell.
1. Right-click the checkbox and click “Format Control…”.
![linking excel checkbox](https://overallmoney.com/wp-content/uploads/2022/03/check-box-4.png)
2. Link the checkbox to cell C3.
![format object dialog box](https://overallmoney.com/wp-content/uploads/2022/03/check-box-5.png)
3. Now, test the checkbox. When checked it shows “TRUE” in cell C3 and when unchecked it shows “FALSE.”
![excel checkbox showing FALSE](https://overallmoney.com/wp-content/uploads/2022/03/check-box-6.png)
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](https://overallmoney.com/wp-content/uploads/2022/03/check-box-7.png)
3. Right-click the first checkbox and then click “Format Control…”.
![excel format control](https://overallmoney.com/wp-content/uploads/2022/03/check-box-8.png)
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](https://overallmoney.com/wp-content/uploads/2022/03/check-box-9.png)
7. Let’s write another IF function in cell C14 to see if I met my daily goal.
![checkbox count using IF function](https://overallmoney.com/wp-content/uploads/2022/03/check-box-10.png)
8. Check all the boxes and see what the results look like.
![creating a to-do list using excel checkbox features](https://overallmoney.com/wp-content/uploads/2022/03/check-box-11.png)
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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