Make a checklist in word

It is entirely possible for users to create entire checklists in Microsoft Word. Using Microsoft Words and the wide, wide range of features the word processor has to offer to users, you can comfortably create a checklist with as many items as you want that you can then check off. Planning a trip and need to make a checklist for everything you need to get done before you can head off? Planning to cook something using a recipe and need to make sure you perform every single step and do so in the right order? These are exactly the kinds of situations that simply scream checklist, and you can quite easily make a checklist using Microsoft Word.

Users can create two different kinds of checklists using Microsoft Word – checklists with check boxes and check marks instead of bullets or numbers (this is the recommended kind of checklist for users looking to create a checklist and then print it out so that they can check off the items on it by hand) and lists that you can check off in Word itself (this is the recommended kind of checklist for users who want to be able to check items off the list in Word itself instead of printing the checklist out, and this kind of checklist requires users to add a content control to the checklist they create).

The ability to create checklists exists of all versions of Microsoft Word – from Microsoft Word 2007 all the way up to Microsoft Word 2016. However, the exact steps you need to go through in order to create a checklist in a Microsoft Word document vary slightly between the different versions of Microsoft Word. Without further ado, here’s how you can create a checklist of basically any version of Microsoft Word that is currently and commonly used:

Create a bulleted checklist with check boxes instead of bullets

If you are simply looking to create a checklist with check boxes that you can create and then print out so that you can check the items off by hand, you can create a bulleted checklist with check boxes instead of bullets and then print it. In order to do so, you need to:

1. Launch Microsoft Word and create a new document.
2. Type out the list of items (using bullets or numbers) you want to create a checklist out of.
3. Once you have typed out the entire list, highlight and select it. The bullets or numbers you used for the list will not be highlighted, but don’t worry.
4. Navigate to the Home tab in the toolbar, and click on the arrow next to the Bullets option in the Paragraph section.
5. Click on Define New Bullet….
6. Click on Symbol….
7. Open the dropdown menu located right next to Font: and click on a symbol font installed on your computer (Wingdings, for example) to select it.
8. Scroll through the list of available symbols, looking for a symbol that either is a check box or resembles one enough to be passed off as one and function as one. If you don’t find such a symbol in the font you selected, simply switch to a different symbol font. Once you find the check box you want to use, click on it to select it and click on OK.
9. Click on OK in the Define New Bullet dialog. As soon as you do so, every item in the list you typed out will have a check box next to it, turning the list into a checklist.

Once you have your checklist, you can simply save the Word document and print the checklist out if you want to.

Create a checklist you can check items off of in Word

On Microsoft Word, you can also create a checklist you can interact with using Word itself – you can save the checklist as a Word document and then check items off it on your computer using Word. To create a checklist you can check items off of in Word, you need to:

On Microsoft Word 2007

1. Launch Microsoft Word and create a new document.
2. Navigate to the Insert tab in the toolbar, click on Table in the Tables section and click on Insert Table….
3. Type 2 into the Number of columns field, and type however many rows you want to have in the table for however many items your checklist has into the Number of rows field. Once done, click on OK and your table will be created.
4. Click on the Microsoft Office logo button in the top left corner of your screen, click on Word Options in the resulting menu and, in the Popular tab, enable the Show Developer tab in the Ribbon option by checking the check box located directly beside it. Once done, click on OK. 
5. Click on the top left cell of the table you created in step 3, navigate to the Developer tab in the toolbar and click on Legacy Tools in the Controls section.
6. Click on Check Box Form Field under Legacy Forms. Once you do so, a check box should appear in the top left cell of the table. If the check box has a gray background, click on Legacy Tools in the Controls section of the Developer tab, and click on Form Field Shading to disable it and remove the gray background.
7. One by one, click on every single cell of the table you want to have a check box in, and press Ctrl + Y in each one to insert a check box.
8. Once you have added a check box to every single cell in the left column, start typing the items that make up your checklist in each of the cells in the right column.
9. Right-click on the table, hover over AutoFit and click on AutoFit to Contents to select it.
10. Right-click on the table, click on Table Properties, navigate to the Table tab, click on Options, type a number representing the amount of space you want there to be between a check box and the checklist item it corresponds to (the recommended number is 0.02) into the Left and Right boxes, and click on OK.
11. In the Table tab of Table Properties, click on Borders and Shading, navigate to the Borders tab, click on None under Setting, and click on OK. Any borders you see on the table after doing so will only be to show you where the outlines of the table lie – these will not be visible in any prints.

At this point, you will have successfully created a checklist in Microsoft Word 2007. However, to be able to check items off this checklist by simply clicking on their corresponding check boxes, you need to lock the document. With the document locked, however, you will only be able to check items off the checklist – you will not be able to edit any other parts of the document unless you first unlock the document. To lock a checklist so that you can check items off it in Microsoft Word, you need to:

1. Click on Design Mode in the Controls section of the Developer tab to make sure that it is disabled.
2. Click on Protect Document in the Protect section of the Developer tab, and click on Restrict Formatting and Editing.
3. Under Editing restrictions, enable the Allow only this type of editing in the document option by checking its check box.
4. In the list of available editing restrictions, select Filling in forms.
5. Under Start enforcement, click on Yes, Start Enforcing Protection.
6. Assign a password to the document (so that only users who know the password can unlock the document) by typing a password into the Enter new password (optional) field, and then confirming the password. If you choose to skip this step and not assign a password, anyone will be able to unlock the document and edit it.

Once done, you will be able to check items of your checklist by simply clicking on their corresponding check boxes. If you want to edit any other parts of the document, you can simply unlock it by clicking on Protect Document in the Protect section of the Developer tab, clicking on Restrict Formatting and Editing and clicking on Stop Protection in the Protect Document dialog. If you do unlock the document containing the checklist, be sure to lock it afterwards to be able to continue checking items of the checklist.

On Microsoft Word 2010, 2013 and 2016

1. Click on File > Options > Customize Ribbon.
2. Open the dropdown menu located directly under Customize the Ribbon: and click on Main Tabs to select it. In the Main Tabs list that appears, enable the Developer option by checking the check box located directly beside it, and click on OK. 
3. Click on + to expand the Developer tab, and then on + to expand the Controls section of the Developer tab, click on the Check Box Content Control option and then click to the right of the box.
4. Select Check Box Content Control and click on OK.
5. Click on the Check Box Content Control button in the Controls section of the Developer tab to insert a check box wherever your mouse cursor is and create a new checklist on that position in the document.
6. Press the Right Arrow key twice and then type whatever you want to be the first item on your checklist right next to the check box that was inserted.
7. Highlight and select the check box and checklist item combination you just created, and press Ctrl + C to create a copy of the check box content control.
8. Move to the next line and press Ctrl + V to paste the check box content control you copied over in the last step, and simply type the next item on your list in place of the copied checklist item. Repeat this step and keep on repeating it until you have created your entire checklist.
9. Select the checklist you just created and click on the Paragraph dialog box launcher in the Paragraph section of the Home tab.
10. Type 0.25 in the Left field under Indentation, select the Hanging option under Special, and click on OK once you’re finished.

Next, you need to actually lock the checklist (and the document that contains it) so that you can check items off the list using Microsoft Word itself. To do so:

1. Select the checklist you created.
2. Click on Group and then on Group in the Controls section of the Developer tab.

You will now be able to directly check items off your checklist in Word by simply clicking on the check boxes located directly next to the items you want to check off. If you would like to change anything else in the checklist, however, you are going to have to unlock it by selecting the checklist and clicking on Group and then on Ungroup in the Controls section of the Developer tab. If you do unlock the checklist, be sure to lock it again once you’re done editing it, otherwise you will not be able to check items off it in Microsoft Word.

If there’s one thing that can help you get multiple tasks done it’s a checklist. And if you prefer to use digital tools rather than a physical pen and paper, consider Microsoft Word for this job.

You can create two types of checklists in Word depending on your needs. First, is a list with empty boxes that you can print and mark off items as you go. Second, is a list with boxes that you can fill in Word itself as you complete your tasks.

Both types of checklists have their purpose and show we’ll show you how to create each one.

If you want to print your checklist you can pop empty boxes or circles next to your list items. Then, put the list on the fridge for your family’s chores, hand copies out to your students for your class, or take it with you to the supermarket.

There are various ways you can create a printable checklist, so we’ll show you one of the fastest methods.

1. Open a blank word document.
2. Move to the first line where you want to add a list item.
3. Go to the Home tab, click the drop-down list for Bullets, and choose the empty circle for the bullet type.
4. When the circle displays, type your first list item. Each time you hit Enter or Return after a list item, a new empty circle appears, ready for your next list item.
5. You can make the circles bigger so they’re easier to mark with checkmarks or X’s. Select one of the circles which will highlight them all. Then use the size drop-down box in the Font section of the ribbon on the Home. If you choose a larger size for the circles, this will not affect the size for the rest of your text.

Pick Different Symbols

If you want to make your checklist more fun and or just use something besides circles, you can make a custom bullet list.

1. Go to the Home tab, click the drop-down list for Bullets, and choose Define New Bullet.
2. Click Symbol.
3. In the pop-up window, choose a different Font style such as Wingdings which offers a variety of basic and funky symbols.
4. Pick the symbol you want to use, click OK, and then OK once more.

You can then start a new bullet list using the symbol or if you already had the circles as described above, they’ll transform to the symbol you chose.

You can then print your checklist as you would any other Word document with File > Print.

Create a Fillable Checklist in Microsoft Word

If you want to keep your checklist on your computer and mark the items off there, you can use a Word form control check box. This lets you just click the box to mark your items.

1. Open a blank Word document.
2. Before you add a list item, go to the Developer tab and click the Check Box in the Controls section of the ribbon. (If you don’t see this tab, head to our tutorial for how to add the Developer tab in Office.)
3. When your check box appears, move your cursor outside of it to the right and enter your list item.
4. Hit Enter to go to the next row and do the same thing: Add a Check Box, move to the right of it, and enter your item.

Save your checklist with File > Save or Save As. When you’re ready to use your checklist, just click the check box and an X will be placed in it.

Make Your List and Check it Twice

If you enjoy creating things like this in Word, then this tutorial should get you off to a great start! Whether you want a printable checklist or a fillable one, it’s easy enough to create a checklist in Microsoft Word and worth it when it’s time to use it. Also, check out how to sort lists in Word alphabetically.