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How to quickly create simple to-do list in Excel?

Author Xiaoyang Last modified

To-do list is useful for us to mark the tasks which have been completed. But, do you know how to create to-do list in Excel worksheet?

Create simple to-do list with drop-down list

Create simple to-do list with checkbox


Create simple to-do list with drop-down list

You can create to-do list by using drop-down list. Please do with following step by step:

1. Select the cells where you want to insert the drop-down list, and then click Data > Data Validation > Data Validation, see screenshot:

A screenshot showing the data validation option for creating a drop-down list in Excel

2. In the Data Validation dialog box, under the Settings tab, please choose List from the Allow drop down, and then click Range selection icon button to select the cell values you want to use in the drop down, see screenshot:

A screenshot showing the Data Validation dialog

3. Now, the drop-down lists have been inserted into the cells.

A screenshot showing the created drop-down list in Excel

4. And then select the cell range you want to create to-do list. And click Home > Conditional Formatting > New Rule, see screenshot:

A screenshot showing how to access Conditional Formatting

5. In the New Formatting Rule dialog box, select Use a formula to determine which cells to format in the Select a Rule Type list box, and then enter this formula =$B2="Complete" into the Format values where this formula is true text box, see screenshot:

Note: In the above formula, B2 is the cell which contains the drop-down list, and Complete is the text that you want to format.

A screenshot showing the New Formatting Rule dialog

6. Then click Format button to go to the Format Cells dialog box, in this dialog, click Font tab, and then check Strikethrough from the Effects section, and you can choose one color for the to-do list item as you need, see screenshot:

A screenshot showing the Format Cells dialog

7. Then click OK > OK to close the dialogs, and, a simple to-do list is created. Now, when you select Complete from the drop-down list, the task item will be deleted by a strikethrough, see screenshot:

A screenshot showing the to-do list with strikethrough formatting applied after selecting 'Complete'

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Create simple to-do list with checkbox

You can also create to-do list by using a checkbox, when checking the checkbox beside the task item, the task item will be formatted as strikethrough as below screenshot shown:

A screenshot showing a to-do list with checkboxes in Excel

Please do with the following steps:

1. First, insert the checkbox by clicking Developer > Insert > Check Box (Form Control), see screenshot:

A screenshot showing the Developer tab for inserting checkboxes

2. Then drag the mouse to draw a checkbox, and then select the cell with the checkbox, drag the fill handle down to fill the checkboxes as following screenshot shown:

A screenshot showing a to-do list with inserted checkboxes

3. Then you can edit the checkbox to remove the text to get the following screenshot:

A screenshot showing a to-do list with empty checkboxes after editing

Tips: If you have Kutools for Excel, with its Batch Insert Check Boxes feature, you can insert a list of checkboxes as quickly as possible. Click to download Kutools for Excel!

A screenshot showing how to use the Kutools for Excel Batch Insert Check Boxes feature

4. After inserting and editing the checkboxes, you should link each check box to a separate cell, right click a check box, and then choose Format Control, see screenshot:

A screenshot showing the Format Control option to link checkboxes to cells in Excel

5. In the Format Control dialog box, under the Control tab, please click Range selection icon button to select an adjacent cell to link the check box, see screenshot:

A screenshot showing the Format Object dialog in Excel to link checkboxes to cells

6. Then click OK, and then repeat the above two steps to link each check box to its adjacent cell one by one, then if the checkbox is checked, a TRUE is displayed, if unchecked, a FALSE is displayed, see screenshot:

A screenshot showing checkboxes linked to cells displaying TRUE or FALSE values in Excel

7. And then select the cell range A2:C13 which you want to create the to-do list, and click Home > Conditional Formatting > New Rule to go to the New Formatting Rule dialog box.

8. In the New Formatting Rule dialog, click Use a formula to determine which cells to format in the Select a Rule Type list box, and then enter this formula =C2=TRUE into the Format values where this formula is true text box, see screenshot:

Note: C2 is a cell which linked to the check box.

A screenshot showing how to apply Conditional Formatting based on checkbox values in Excel

9. And then click Format button to go to the Format Cells dialog box, under the Font tab, check the Strikethrough from the Effects section, and specify a color for the to-do list item as you want, see screenshot:

A screenshot showing the Format Cells dialog in Excel for applying strikethrough and color

10. At last, click OK > OK to close the dialogs, now, when you check the check box, its corresponding task item will be format as strikethrough, you can hide the linked cells column as you need, see screenshot:

A screenshot showing the completed to-do list with strikethrough formatting in Excel

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