Checking off boxes in word - Word и Excel - помощь в работе с программами

Show the Developer tab

If the developer tab isn’t already visible, see Show the Developer tab.

Make your list

Type the list.
Go to Developer and select the Check Box Content Control at the beginning of the first line.
To change the default X to something else, see Make changes to checkboxes.
Copy and paste the check box control at the beginning of each line.
Select a checkbox to put an X (or other character) in the check box.

Add hanging indentation

If some list items are more than one line long, use hanging indents to align them.

Select the list. Bullets or numbers won’t look selected.
Go to Home and select the Paragraph dialog box launcher .
Under Indentation, in the Left box, type 0.25.
Under Special, choose Hanging.
For By, Word sets a default value of 0.5 inches. Change this if you want your additional lines indented differently.
Select OK when finished.

Lock the text and controls to prevent changes

Select the list and checkboxes.
Go to Developer >Group > Group.

To unlock the list, select the list and choose Group > Ungroup.

Create a print only list

Go to Home and select the down arrow next to the Bullets button.
In the drop down menu, select Define New Bullet.
Select Symbol and find a box character. If you don’t initially see one, change Font to Wingdings or Segoe UI Symbol.
Select OK twice, and create your list.

Make a checklist you can check off in Word

To create a list that you can check off in Word, add content controls for checkboxes to your document.

Show the Developer tab

For more info if the developer tab isn’t already visible in Word, see Show the Developer tab.

Make your list

Create your list.
Place you cursor at the start of the first line.
Go to the Developer tab, and then click Check Box.
If you want a space after the check box, press Tab or Spacebar.

Use a Tab character if you want to format the list item with hanging indentation, like Word applies to bulleted lists.
Select and copy (⌘ + C) the check box and any tabs or spaces.
Place the cursor at the start of the each list item, and paste (⌘ + V ) the copied check box and characters.
Paste the checkbox at the start of each line in your list.

Add hanging indentation

If some of the list items are longer than one line, use hanging indentation to align them.

Select the list.
Go to Format and select Paragraph.
Under Indentation, type 0.25 in the Left box.
In the Special list, choose Hanging.

For By, Word sets a default value of 0.5 inches. Change this if you want your additional lines indented differently.

Make a print only check list

You can replace the bullets or numbers in a list with another symbol, such as a box can be checked on a printed version of your document.

Select the entire list.
Select Home and select the arrow next to Bullets.
Select Define New Bullet.
Select Bullet, and choose a symbol from the table of symbols.

For more choices, in the Font box choose a symbol font, such as Wingdings.
Select a symbol to use, such as an open box () or a three-dimensional box ().
Select OK, and then select OK again.

Word for the web supports only the on-paper form of checklist.

Write your list, and then select it.
On the Home tab, choose the down-arrow next to the Bullets list to open the bullet library, and then choose the checkbox symbol.

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Replace bullets or numbers with check marks or check boxes

Select the entire list; the bullets or numbers won’t look selected.
Choose Home, and then choose the Bullets list.
Do one of the following:
- If you see the check mark or check box you want in the Bullet Library, select it.
- If you don’t see the check mark or check box you want, go to the next step.
Choose Define New Bullet, and the Define New Bullet dialog box opens.
Choose Symbol, and then choose a symbol from the table of symbols.

Tip: For more choices, in the Font box, choose a symbol font, such as Wingdings.
Scroll through the list of symbols and choose the symbol—such as an open box ( ) or a three-dimensional box ( )—you want to use.
Choose OK, and then choose OK again in the Define New Bullet dialog box.

The symbol you chose will be added to the Bullet Library so it’ll be handy if you want to use it again.

Make a checklist you can check off in Word

There are four steps involved in creating a list with check boxes that you can check off in Word. This type of list requires a Check Box Content Control, found in the Developer tab.

Step 1: Show the Developer tab

On the File tab, choose Options > Customize Ribbon.
In the Customize the Ribbon list, choose Main Tabs.
In the Main Tabs list, select the Developer check box, and then choose OK.

Step 2: Make your list

On the Developer tab, in the Controls group,. choose the Check Box Content Control button to insert a check box ( ) in front of an item in an existing list or to create a new list.
Press the Right Arrow key twice, type the first item in your list, and then press Enter.
Select the check box control that you just created, and press Ctrl+C to make a copy of the control.
On the new line, press Ctrl+V to paste the item, and then rename the item.
Repeat steps 6 and 7 as needed until your list is complete.
If you want to put an X in the check box, click inside the box.

More about the Check Box Content Control

You can use something other than the default check box and X.

Select a Check Box Content Control, and in the Controls group, choose Properties.
In the Content Control Properties dialog box, under Check Box Properties, choose Change next to Checked symbol and/or Unchecked symbol.
In the Symbol dialog box, choose a new symbol, and then choose OK to save your choice.

Step 3: Refine the layout

If some items in your list are more than one line long, you can use hanging indents to align them.

Select the list.

Note: Bullets or numbers won’t look selected.
On the Home tab, in the Paragraph group, click the Paragraph dialog box launcher.
Under Indentation, in the Left box, type 0.25.
Under Special, choose Hanging.
Click OK when finished.

Step 4: Lock the text and controls

When you’re satisfied with the list, group it to lock the controls and listed items in place. That way, people can check off items on the list without changing the items themselves.

Select the list (the check box controls and the listed items).
On the Developer tab, in the Controls group, choose Group > Group.

Note: If you need to change something later, select the list again and choose Group > Ungroup.

Make a checklist to print

If you just need a checklist that you can print, you can make a list where each item has a check box that you can check off on paper. You can also create a list of check boxes and check off items electronically by opening the document in Word.

Note: If you can’t check off an item electronically, it might be formatted for printing only or the document might be locked.

The way that you create the list depends on whether your document already contains bulleted lists with different kinds of bullets.

If your document does not already contain several different kinds of bullets, you can make a bulleted list by using a custom bullet format.
If your document already contains several bullet formats, you can prevent altering the existing bullets by placing the new list in a table.

Create a bulleted list with custom bullets

Type your list of items.
Select the list.
On the Home tab, in the Paragraph group, click the arrow next to Bullets.
Click Define New Bullet.
Click Symbol.
In the Font box, click a symbol font that is installed on your computer, such as Wingdings.
Scroll through the list of available symbols, and then double-click the box symbol that you want to use, such as an open box ( ) or a three-dimensional box ( ).

Create a table to prevent altering the existing bullets

Step 1: Create a table

On the Insert tab, in the Tables group, click Table.
Click Insert Table.
In the Number of columns box, enter 2.
In the Number of rows box, enter the number of rows that you want. You need one row for each item in your list.
Click OK.

Step 2: Insert the check boxes and text

Click the top left cell.
On the Insert tab, in the Symbols group, click Symbol, and then click More Symbols.
Click the Symbols tab.
In the Font box, click a symbol font that is installed on your computer, such as Wingdings.
Scroll through the list of available symbols, and then double-click the box symbol that you want to use, such as an open box ( ) or a three-dimensional box ( ).
Click Close.
Click the next cell where you want to insert a box, and then press CTRL+Y to insert another box.
After you insert a box for each item that you want, click the top-right cell and type the text for the first item. Repeat this step for each item in the list.

Step 3: Refine the layout

Although you are using the table to lay out the list, you probably want to adjust the spacing so that the column that contains the check boxes isn’t too wide, and the text is lined up close to the check boxes. You probably don’t want the border lines that Word usually includes with the table. To make these adjustments, do the following:

Right-click the table, point to AutoFit, and then click AutoFit to Contents.
Right-click the table, click Table Properties, and then click the Table tab.
Click Options, and in the Left and Right boxes, enter a number that will provide a little bit of space between the check box and the text, such as .02 inches, and then click OK.
On the Table tab, click Borders and Shading, and then click the Borders tab.
Under Setting, click None, and then click OK.

Note: After you remove the border lines, you may still see gray border lines. These are the table gridlines, and they do not show when the document is printed. If you don’t want to see them at all, you can hide them by clicking View Gridlines in the Table group on the Layout tab under Table Tools.

Make a checklist that you can check off in Word

To use check boxes that you can check off in Word, you insert the check box form field into your document. This looks best if you use a table to align the check boxes with the text, so your first step is to create a table. After you create the table, you can insert the check boxes in one column and the text in the other column, and then you can refine the layout. To check off the items, you lock the form.

The result looks like the following illustration.

Step 1: Create a table

On the Insert tab, in the Tables group, click Table.
In the Number of columns box, enter 2.
In the Number of rows box, enter the number of rows that you want. You need one row for each item in your list.

Don’t worry about the size of the columns or the border lines in the table. You will fix those later.

Step 2: Insert the check boxes and text

To add the boxes that you will be able to check, you need to use the Developer tab.

Show Developer tab

Click the Microsoft Office Button , and then click Word Options.
Click Popular.
Select the Show Developer tab in the Ribbon check box.

Note: The Ribbon is a component of the Microsoft Office Fluent user interface.

Add check boxes

Click the top left cell in the table that you inserted.
On the Developer tab, in the Controls group, click Legacy Tools.
Under Legacy Forms, click Check Box Form Field .

Note: If the check box has a gray background, click Legacy Tools in the Controls group, and then click Form Field Shading to remove the gray shading.
Click the next cell where you want to insert a check box, and then press Ctrl+Y to insert another check box.
After you insert a check box for each item that you want, click the top right cell and type the text for the first item. Repeat this step for each item in the list.

Step 3: Refine the layout

Although you’re using the table to lay out the list, you probably want to adjust the spacing so that the column that contains the check boxes isn’t too wide, and the text is lined up close to the check boxes. You probably don’t want the border lines that Word usually includes with the table. To make these adjustments, do the following:

Right-click the table, point to AutoFit, and then click AutoFit to Contents.
Right-click the table, click Table Properties, and then click the Table tab.
Click Options, and in the Left and Right boxes, enter a number that will provide a little bit of space between the check box and the text, such as .02 inches, and then click OK.
On the Table tab, click Borders and Shading, and then click the Borders tab.
Under Setting, click None, and then click OK.

Note: After you remove the border lines, you may still see gray lines. These are the table gridlines, and they do not show when the document is printed. To hide the table gridlines on the screen, click the Layout tab under Table Tools, and in the Table group, click View Gridlines.

Step 4: Lock the form

To check off the items by clicking in the check boxes, you need to lock the form. However, when the form is locked, you will not be able to make changes to the text or layout, so be sure to do this step last.

Note: If you want to check the spelling in your list, you must run spell check on the document before you lock the form.

When you want to edit the document, you can easily unlock the form. Just remember to lock it again so that you will be able to click the check boxes.

Lock the form

Make sure that you are not in design mode by clicking Design Mode in the Controls group on the Developer tab.
On the Developer tab, in the Protect group, click Protect Document, and then click Restrict Formatting and Editing.
In the Protect Document task pane, under Editing restrictions, select the Allow only this type of editing in the document check box.
In the list of editing restrictions, select Filling in forms.
Under Start enforcement, click Yes, Start Enforcing Protection.
To assign a password to the document so that only reviewers who know the password can remove the protection, type a password in the Enter new password (optional) box, and then confirm the password.

Important: If you choose not to use a password, all reviewers can change your editing restrictions.

Unlock the form

On the Developer tab, in the Protect group, click Protect Document, and then click Restrict Formatting and Editing.
In the Protect Document task pane, click Stop Protection.

Note: If you used a password to add protection to the document, you need to type the password before you can stop the protection.

Источник

You can create a checklist in a business document or template so users can electronically check off accomplishments or items still needed. These types of business documents in Microsoft Word 2010 are restricted so users can’t change text or formatting but are still able to check and uncheck items on the form. You need to use the Developer tab to create a checkable form in Word and restrict the document so the checkboxes work. You need to unprotect the document so you can make changes.

Removing Checkboxes in a Restricted Document

Step 1

Open Word and the document with the checkbox you want to remove. If the document is based on a template, you will need to edit the template rather than the document.

Step 2

Click the “Review” tab and then click “Restrict Editing” in the Protect group. The Restrict Formatting and Editing task pane appears.

Step 3

Click the “Stop Protection” button. If the document is password protected, a Password dialog box appears. Type in the password and click “OK.” If you do not have the password, you cannot edit the document.

Step 4

Highlight the checkbox to remove and press “Delete.” You will need to restrict the document again for the checkboxes to work.

Step 5

Click the “Review “tab and then click “Restrict Editing.” Click the “Editing Restrictions” checkbox. Select “Filling in Forms” from the drop-down list so readers can check and uncheck the checkboxes in your document.

Step 6

Click “Yes, Start Enforcing Protection” and you will be prompted to give the document an optional password.

References

Tips

To add checkboxes in Word, you need the Developer tab. To turn on the Developer tab, click “File” and then “Options.” Click “Customize Ribbon” and then click “Main Tabs” drop-down box. Click the “Developer” checkbox. Click “OK’ to add the Developer tab to the ribbon.
Bullets can also be checkboxes in Word documents. If your checkbox is part of the bulleted list, you can remove it by highlighting the list and clicking the “Home” tab. Click the “Bullet” button in the Paragraph group and your checkboxes will disappear so you can make any corrections to the text. To use the bullet checkboxes, highlight the list and click the “Home” tab. Click the “Down-arrow” on the “Bullet” button in the Paragraph group. Select your bullet type from the Bullet Library or you can create your own.

Warnings

Information in this article applies to Excel 2010. It may differ slightly or significantly with other versions.
If you do decide to password protect the document, be certain to remember your password. Once you have restricted your form with a password in Word you can’t change or edit the form without it. If you share the password with others they can change their copy of your document without telling you.

Writer Bio

Translating technical jargon into everyday English is one of Anni Martin’s specialties. She is an educator and writer who spent over 13 years teaching and creating documentation at the University of Missouri. She holds a Master’s Degree in educational technology as well as Bachelor’s degrees in journalism and political science from the University of Missouri.

Image Credit

Jupiterimages/Photos.com/Getty Images

Источник

First, you need to customize Word’s ribbon and enable the “Developer” tab to show the option to add check boxes. Then, select “Developer” and click the “Check Box Content Control” button to insert a check box into your document. You can also transform Word’s bullets into checkboxes.

When you create surveys or forms with Microsoft Word, check boxes make the options easier to read and answer. We’re covering two good options for doing just that. The first is ideal for documents that you want people to fill out digitally within the Word document itself. The second option is easier if you’re planning to print documents like to-do lists.

Option 1: Use Word’s Developer Tools to Add the Check Box Option for Forms

In order to create fillable forms that include checkboxes, you first need to enable the “Developer” tab on the Ribbon. With a Word document open, click the “File” drop-down menu and then choose the “Options” command. In the “Word Options” window, switch to the “Customize Ribbon” tab. On the right-hand “Customize the Ribbon” list, select “Main Tabs” on the dropdown menu.

On the list of available main tabs, select the “Developer” check box, and then click the “OK” button

Notice that the “Developer” tab is added to your Ribbon. Just position your cursor in the document where you want a check box, switch to the “Developer” tab, and then click the “Check Box Content Control” button.

You should see a check box appear wherever you placed your cursor. Here, we’ve gone ahead and placed a check box next to each answer and, as you can see, those check boxes are interactive. Click a box to mark it with an “X” (as we’ve done for answers 2, 3, and 4) or select the whole form box (as we’ve done for answer 4) to move the check box around, format it, and so on.

RELATED: How to Create a Fillable Form With Microsoft Word

Option 2: Change Bullets to Check Boxes for Printed Documents

If you’re creating a document to print out—like a to-do list or printed survey—and just want check boxes on it, you don’t have to mess around with adding Ribbon tabs and using forms. Instead, you can create a simple bullet list and then change the bullets from the default symbol to check boxes.

In your Word document, on the “Home” tab, click the small arrow to the right of the “Bullet List” button. On the dropdown menu, select the “Define new bullet” command.

In the “Define New Bullet” window, click the “Symbol” button.

In the “Symbol” window, click the “Font” dropdown and choose the “Wingdings 2” option.

You can scroll through the symbols to find the empty square symbol that looks like a check box, or you just type the number “163” into the “Character Code” box to automatically select it. Of course, if you see a symbol you like better—like the open circle (symbol 153)—feel free to choose that instead.

When you’ve selected your symbol, click the “OK” button to close the “Symbol” window, and then click the “OK” button to close the “Define New Bullet” window, too.

Back in your Word document, you can now type your bullet list. The check boxes appear instead of the regular bullet symbol.

And the next time you need the check box symbol, you don’t have to navigate through that whole set of windows. Just click that small arrow to the right of the “Bullet List” button again, and you’ll see the checkbox listed under the “Recently Used Bullets” section.

Again, this method is really only useful for documents you want to print out. The check box symbols are not interactive, so you can’t check them off inside a Word document.

If you’re also creating spreadsheets and presentations, you may want to learn how to insert checkboxes in Excel and add checkboxes to PowerPoint too.

RELATED: How to Add a Check Mark or Tick Mark in Word

How do you create a checklist in Word?

To create a checklist in Microsoft Word, you can go through the aforementioned steps. Although there is no direct option, you need to create the checkboxes by adding regular boxes. For that, you can take the help of the Symbol option. Here you can find several symbols, including the checkbox.

How do you make a checklist column in Word?

To make a checklist column in Word, you need to insert the checkboxes first. To do that, follow the above-mentioned steps. Then, you can place all the checkboxes in order and use the bullet point option. Alternatively, you can insert a table and place one checkbox in one column.

See this post if you would like to know how to create a Checklist in Excel.

Ezoic

A post-graduate in Biotechnology, Hemant switched gears to writing about Microsoft technologies and has been a contributor to TheWindowsClub since then. When he is not working, you can usually find him out traveling to different places or indulging himself in binge-watching.

Источник

Show the Developer tab

Make your list

Add hanging indentation

Lock the text and controls to prevent changes

Create a print only list

Make a checklist you can check off in Word

Show the Developer tab

Make your list

Add hanging indentation

Make a print only check list

Replace bullets or numbers with check marks or check boxes

Make a checklist you can check off in Word

Step 2: Make your list

Step 3: Refine the layout

Step 4: Lock the text and controls

See Also

Make a checklist to print

Create a bulleted list with custom bullets

Create a table to prevent altering the existing bullets

Step 1: Create a table

Step 2: Insert the check boxes and text

Step 3: Refine the layout

Make a checklist that you can check off in Word

Step 2: Insert the check boxes and text

Step 3: Refine the layout

Removing Checkboxes in a Restricted Document

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Option 1: Use Word’s Developer Tools to Add the Check Box Option for Forms

Option 2: Change Bullets to Check Boxes for Printed Documents

How do you create a checklist in Word?

How do you make a checklist column in Word?