You could gain some ideas on creating a checklist template in Google Sheets by reading today’s article on How to Create a Checklist Template in Google Sheets. Creating a checklist template with Google Sheets is fairly simple because there are built-in choices for checklists. I’ll show you how to create a checklist template in Google Sheets in this post, and you can use Google Sheets to construct your checklist template for any reason.
Advantages of a Checklist Template in Google Sheet
Google Sheets checklists, such as those for project management, onboarding, food shopping, cleaning luggage, bucket lists, to-do lists, and so forth, can be quite helpful. These are trendy and helpful templates. It could be necessary to create a Google Sheets checklist template. Just follow these steps if you would also like to make a free checklist template in Google Sheets.
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How to Create a Checklist Template in Google Sheets
The process of creating a checklist template in Google Sheets is straightforward because the application of conditional formatting and built-in checkbox inserting options allow you to create a highly functional checklist template in Google Sheets for any category.
Step 1>
We’re going to use Google Sheets to construct a checklist template, so first we’ll enter the template’s title. This will be our “to-do list.” We will use Google Sheets’ “Drawing” function to create a title.
Step 2>
You can use “Word art” or “Text box” to create a title, but in this case, I’m using a shape to create a title for a checklist template.
Step 3>
Draw a shape, then fill it up with the chosen color. Double-click the shape to add text, and type the text there, like I’ve typed “Tasks To-do” in the sample below. Using a drawing tool, you can also format the text.
Step 4>
Click the “Save and close” button to add your shape to your sheet. As seen in the following image, your shape will be added.
Step 5>
As I have included status, tasks, dates, and notes in the following to-do list, we will add headings that we wish to include in our checklist template after adding the checklist’s title.
Step 6>
Following the addition of the headings, To create a to-do list, select the cells in your checklist template that you require. Following the instructions in the Google Sheets toolbar, pick “Border cells” and border each and every cell.
Step 7>
We will need to include checkboxes in the template when we create the checklist, which we will then place into the Status column. First, choose every cell, just as I have done below, in order to create checkboxes.
Step 8>
Once the cells have been selected, click the “Insert” tab from Google Sheets’ menu bar. There, you will see the “Checkbox” option, which is indicated in the image below.
Step 9>
Checkboxes will be automatically added in the selected cell when you choose the “Checkbox” option, as shown in the below image.
Step 10>
Once you’ve added checkboxes, list the tasks you wish to add to your to-do list. I’ve included a few tasks in the example below. Dates about tasks can also be added to your template.
Step 11>
We’ll apply some formatting to your checklist template to make it look more polished. In order to apply any type of formatting, we must first pick all ranges and then, as seen below, click the “Format” tab from the menu bar.
Step 12>
A drop-down menu will appear when you select the “Format” tab from the menu bar, and “Conditional Formatting” will be listed there, as seen below.
Step 13>
You can apply formatting by selecting the “Conditional formatting” option, which opens a pane menu on the right side of the window. Choose “Format rule” to “Custom formula” from this pane menu, as indicated below.
Step 14>
The formula “=$A6” will be written in the custom formula to show when the template’s checkbox is checked and the cell is formatted.
Step 15>
Once the formula has been included, select the formatting you wish to create in your template. In this example, I’ve added “Strikethrough” to the text and formatted it in red, as you can see in the sample below. The “Done” button can be clicked to save these formats.
Step 16>
We are almost done with our Google Sheets checklist template, but to make it look nicer, we are also adding “Alternate colors.” It is optional, so feel free to skip it if you would rather not contribute anything.
Step 17>
The checkboxes will automatically become red as you mark them, and a strikethrough will appear to indicate that the assignment has been finished. The resulting GIF graphic shows that our checklist template is now complete.
You can use Google Sheets to build a checklist template in any style or purpose with this easy method.
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Frequently Asked Questions
How to add a progress bar in the checklist template in Google Sheets?
Assume for the moment that you are working on a project with several tasks, each of which you have prepared a checklist template for. To show how far along you are with your project, you need now include a progress bar in your checklist. You won’t have to worry about it after that. To make your checklist more progressive, you can use Google Sheets functionalities to add an automatic progress bar.
Step 1>
We have a progress bar in the following checklist template, as you can see in the image below. Let’s see if we can make it work in accordance with the development.
Step 2>
Using Google Sheets’ “SPARKLINE” feature, we will add a progress bar to the checklist template. Enter “SPARKLINE” in the progress bar box as instructed below, using an equal sign.
Step 3>
I’ll put Google Sheets’ “COUNTIF” function after the SPARKLINE function to count the marked checks in the list. We will write the range of checkbox columns as seen in the following image after launching the CountIf function.
Step 4>
Let’s finish the “SPARKLINE” function after finishing the “COUNTIF” function. First, we’ll define the Chart type because I’ve already specified the “Bar” to create a progress bar.
Step 5>
The Sparkline function states that we should specify the maximum and minimum ranges of the Sparkline; as the minimum range is always zero, we will just discuss the maximum range in this case, which includes the range of all the items on the checklist.
Step 6>
The last section of the syntax will allow us to customize the color of the progress bar. To do this, we first write “Color1” and then, using quotation marks, we can specify the desired color, as I have done with the color “Green” in the following syntax.
Note: The semicolon will divide each argument in the Sparkline function, which takes arguments in curly brackets.
Step 7>
The following formula can also be used to display the progress in % if you would like it to appear as a percentage in the progress bar that follows.
Formula: =COUNTIF(A8:A19,True)/COUNTA(B8:B19)
Step 8>
By adding an automatic progress indicator and progress %, you’ve almost finished. The outcome is seen in the demo that follows.
Do you want to get this Template?
Click this to get a Free “View only” Template. Navigate to File > Make a Copy and use it for your requirements.
Free Checklist Template – Office Chaser
Conclusion
When it comes to keeping track of items, scheduling, and task organization, a checklist is invaluable. You will therefore find the aforementioned article on how to create a checklist template in Google Sheets useful. For amazing tips, tricks, tutorials, and guides keep learning with Office Chaser.