You could have several reasons for needing a checklist. When people go grocery shopping, they often make a handwritten checklist of the items they need to buy. A list can come in handy when you and your family are going on vacation to make sure to pack everything you need while you’re gone.
If you cannot find a suitable checklist online for a task, then you can create a checklist template specifically for your needs in either Microsoft Word, Excel, or PowerPoint.
Template Creation In MS Word
Creating templates in MS Word is a simple process. If you’re using the latest version of Word in Office 365, you can search for the type of template that you need and use it as the basis for one that you wish to create.
The first thing you need to do is open MS Word. Instead of clicking on a blank document, click on ’New’ on the left side of the screen. Then, in the search box in the center portion of the screen, type in the checklist that you want. So, if you’re making a list for the grocery store, type in ‘shopping list’ and click the search icon.
There may be two types of results. The first results will be templates that are available from MS Word. Then, the search will list results from other applications in Office 365 like Excel. When you click on the number of templates in that application, it will reveal their thumbnail so that you can preview each one.
If you find a template that you like, you can download it to the document templates, which you choose from whenever you want to open a new document. Once you download it, then you can open it and make changes to the checklist to suit your needs.
Changes To Templates
To make changes to an existing checklist, select ‘New’ and then find the template in the list of new documents and click on it. A dialog box will open that displays the template with a ‘Create’ button to the right of it. Click on ‘Create’ to open the template in Word.
Make any changes to it that you wish, such as renaming the list, changing the names in the headers or making the checklists in each section shorter. Once you’ve made the changes, click on ‘Save,’ and you have a customized checklist.
Brand New Templates
If you want to create a simple checklist for the grocery store from scratch, it is also an easy task. Open a new Word document and type out a list of groceries that you want to buy. You can divide the list by categories, such as ‘Produce,’ ‘Frozen Foods,’ ‘Dairy,’ etc. Type the category names as your headers, choosing the font and font size as you please.
Then, under each section, type in what you usually buy from the grocery store every week. Once the list is made, highlight each section, minus the header, and click a bullet list. To the right side of the list is a down arrow, click that to open a dialog box showing the symbols you can use for the bullets on your list.
If you don’t see what you want at first, look at the bullet library to find an open square or open circle. If they are not there, click ‘define new bullet.’ In that section, there are more bullet symbols to select. Find the one you wish to use and click it. It will then be applied to the list you’re highlighting.
To place lists horizontally under a section of the checklist, and not just vertically, you can create tables for each section. That allows you to use the entire page of the document to create a template, instead of just the center of it. However, you can also go to ‘Layout’ at the top of the screen and select columns to create checklist columns under each section of your checklist template.
A more complicated process is to use the ‘Customize Ribbon' option by clicking ‘Options' when you are going to start a new document. So, instead of clicking ‘New,' go down to the end of the column to find and click on ‘Options.’ From there, on the left side list, find and click on ‘Customize Ribbon,’ and then click ‘Developer,’ in the new dialog box.
Using the ‘Developer’ option allows you to develop templates to save on your computer to use over again without creating them each time you wish to complete a task, like going grocery shopping. However, it is a longer, more complicated process, which you can learn here.
Create Templates In Excel
You can also easily create templates in Excel. Whatever you need a checklist for, such as packing for a vacation or moving, you can do it in just a few steps. First, open a new spreadsheet. Then, input the information that you need for the checklist.
For instance, if you’re moving, then you may have sections for packing, changing your address with the post office, your doctors’ offices, and the bank. Notifying the utility companies about switching them off at your old address and switching them on at your new one. Changing your kids’ schools, having a yard sale, and several other things that need to happen when you’re moving.
Each section can go on a different sheet on the spreadsheet with each item on the list input in column ‘A.' Then, in column ‘B,' you can add a checkbox by going to ‘Developer’ and selecting ‘Insert.’ If you cannot find the ‘Developer’ tab at the top of the spreadsheet, then you will need to go to the left side of the spreadsheet and click ‘File.’
Selecting ‘File’ will take you back to the beginning of the spreadsheet, so go to the bottom of the left side of the page and select ‘Options.’ Once the new dialog box is open, find ‘Customize Ribbon’ on the left side and click it, and then find ‘Developer.’ If the checkbox by ‘Developer' is empty, click it, so a check appears in the box, and it shows as a ‘Main Tab' on the spreadsheet.
Go back to the ‘Developer’ tab to click on it, select ‘Insert,’ and then the ‘Checkbox’ in the ‘Form Controls’ dialog box. Then you can add the ‘Checkbox’ to the first row in column ‘B’ and use backspace or delete to get rid of the words “checkbox.” Center the box in the row, and you’re done.
If you want checkboxes in other rows in the column, right click on the edge of the first row that has the box, then drag the plus sign that appears down the number of rows where you need them. That automatically pastes the box into each cell. Then, as you complete each task, click on the empty box to add a check in it.
Once you’re done creating your template, you can use it on your computer or save it and print it out to use during the moving process or for whatever task you made the checklist.
Creating Checklists In PowerPoint
If you're presenting information to your team at work or a classroom, then you may need to use a checklist to get points across to your audience. By using PowerPoint, you can create a presentation that includes checklists to emphasize important facts. To start creating a checklist template, open a blank slide.
Then, select shapes to insert on the blank slide. Once you have the basic form that you want for the presentation checklist, you can make them as big or as small as you like by using your mouse to resize them. Fill the shapes with different colors using the ‘Fill' feature or select ‘Style' to create a blank form with a colorful outline.
After the shapes are the size and style that you want, you can then put in the information you need in them. Play with some of the options to create eye-catching checklists for your presentation to capture your audience’s attention. Use these instructions to learn how to use the options when you create your checklists on PowerPoint to make them look interesting.
Creating templates with these applications, Word, Excel, and PowerPoint isn’t difficult. However, you should take the time to learn how to use the options available to you to create exciting templates, especially if you are distributing them to others or using them over again for the same tasks.
These applications allow you to insert pictures, add color to the headers, and create tables, so you can add information on different areas of the page instead of being stuck with one vertical line of items or information. Many people learn quicker by experimenting with an app when creating new documents, like checklists, instead of reading about it.
Investigate the different tutorials for Windows users online on YouTube if you are more of a visual learner. Seeing someone else use the applications to create a checklist template may be easier for some people to replicate, instead of reading and then trying to follow instructions. Once you know how to create checklists, you can create other templates that you need for more documents.