How To Make A Checklist In Microsoft Word

Want to add a checklist to a PDF? You need to make the PDF editable first. Learn how to convert the PDF to Word!

How to Make a Checklist Using Bullet Points

One of the easiest ways to add a checkbox in your Word document is with bullet points. The option to do this is not visible by default. You will have to add the checkbox style to the bulleted list before you can use it in your documents. Note: checkboxes that are added using bullet points aren’t clickable – you cannot check or uncheck them digitally. They’re best suited for printable documents. Follow the steps below to use bullet points to add a checkbox to your Microsoft Word document Tip: learn how to insert a degree symbol in your Word document. Tip: learn how to add a video to your Word document.

How to Insert a Checklist Using Developer Options

If you want to add checkboxes that can be used digitally to a Word document, you will have to use the “Check Box Control” feature in the Developer tab. This method allows you to customize what can be entered into the checkbox. We have broken down the steps to add an editable checklist into three sections for easier understanding.

1. Enable the Developer Tab

First, enable Developer options in Microsoft Word as shown below. This is a one-time requirement. Note: to add the Developer tab on macOS, go to “Word Menu → Preferences,” select “Ribbon & toolbar → Customize the ribbon → Main tabs,” then check the Developer box and save the changes.

2. Add Check Box Control

After enabling the Developer options, follow these steps to add an interactive checkbox to your document: That’s it. A checkbox will show up in the document. You can click on it to fill the checkbox.

3. Customize Check Box Control

By default, if you click on a checkbox, it will get filled with an “X.” You can keep this behavior as it is, but if you wish to choose a different symbol to fill the checkbox, follow the steps below. Tip: Working on a document late at night? Be sure to enable dark mode in Word. Image credit: Pixabay. All screenshots by Mehvish Mushtaq.