Agreed, you could also do this by hiding / unhiding or grouping / ungrouping rows, but the double clicking option is more convenient from my point of view. This comes in handy especially when you are working with a large list.
If some, but not all items of a topic are checked, the status of the topic automatically turns into “mixed”, indicated by a box-in-box symbol (see main topic 2 in the screenshot above)ĭouble clicking on a topic header expands or collapses all items of this topic.Double clicking again sets the entire topic back to unchecked Double clicking on a topic sets the entire topic to checked, i.e.Double clicking the status column of a checklist item sets its status to checked, another double click sets it back to unchecked.Interaction with a checklist? You guessed it: an intuitive and convenient way to change the status of a checklist item, like double clicking: Having said this, I always like some interactivity in my tools and templates. With today’s article I am trying to kill two birds with one stone: to show a sign of life and to share my little checklist template with you.Ĭreating a checklist in Excel is a piece of cake and for a basic version you do not need one single formula, let alone VBA. However, a nice Excel checklist template is always a useful thing to have in the toolbox. It has nothing to do with data analysis, data visualization or dashboards. Already pretty close to what I was after, but since it did not fulfill all of my requirements, I decided to create my own.Īgreed, today’s post is a bit off topic regarding the focus of this blog. The one that came closest to what I was looking for is provided by my good friend Daniel Ferry, the Excel Hero here: Excel Dynamic Checkmark. Some of the templates I found simply expect to type in an X (or something similar) to check an item, some are working with data validation lists, some have form control checkboxes. Furthermore it should be easy to use and easy to maintain. Formats are always easy to change, but I was particularly looking for a checklist providing a convenient way to change the status of the checklist items. However, I couldn’t find a checklist template I really liked. There are tons of Microsoft Excel and Microsoft Word examples available for free. I will revive the blog during the next weeks and I am already working on a couple of new articles.įor one of the planned next posts I needed a checklist template. Unfortunately my blogging activities slowed down to a crawl during the last few months and I left you waiting for new posts far too long already.īe assured that this site is not dead. A Microsoft Excel template for a structured Checklist with the option to check and uncheck by double clicking
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