How to Create a Checklist in Word 2007

Written by kathryn hatter
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How to Create a Checklist in Word 2007
(Siri Stafford/Digital Vision/Getty Images)

When you have items on a list that you must complete or remember, a checklist is an effective tool for keeping track of the items. Create a checklist in Microsoft Word 2007, and check off items as you complete tasks or record your progress as you work your through your checklist. Microsoft Word makes it easy to format a checklist, and then enter items into a document.

Skill level:
Easy

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Things you need

  • Printer (optional)

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Instructions

  1. 1

    Open your Microsoft Word program, and open a new document.

  2. 2

    Find the “Bullets” setting within the “Paragraph” group in the ribbon along the top of your document area. Click the small arrow to the left of “Bullets.”

  3. 3

    Select “Define New Bullet” from the drop-down menu that appears.

  4. 4

    Select “Symbol” and then browse through the assorted symbols that are available. If you desire a simple box in which to place a check mark, select a box by highlighting it. Click “OK.”

  5. 5

    Click the “Bullets” setting, and highlight the new bullet symbol you just created. You will see an indented bullet appear on your document.

  6. 6

    Enter text to the right of this box to enter an item on your checklist. Hit “Enter.” A new bullet will appear on the next line and you can enter the text of the next item on the next line. Continue adding bullets and items on your checklist until you finish adding items.

  7. 7

    Select “Normal” under the “Styles” group to return to regular text when you finish entering your bulleted check mark items.

  8. 8

    Save your checklist on your hard drive by clicking “Save As” and naming your checklist.

  9. 9

    Print your checklist by clicking the “File” tab and selecting “Print.”

  1. 1

    Open a new document.

  2. 2

    Select the “Developer” tab from the ribbon along the top of the document. Select the “Legacy Forms” from within the “Controls” group. Select the “Check Box” option from within the “Legacy Forms.”

  3. 3

    Enter the text you wish for the first item of your checklist immediately to the right of your check box.

  4. 4

    Select the “Legacy Forms” option again and the “Check Box” option to create another check box. Enter your next checklist item. Continue adding items to your checklist using this process until you finish entering your list.

  5. 5

    Enable placing ticks into the boxes by selecting “Restrict Editing” from within the “Protect” group. Place a check in the box to the left of “Allow only this type of editing in the document” and then select “Filling in Forms.” Select “Yes” to start enforcing the editing restrictions. Enter a password into the appropriate field in the window that appears if you want to protect the editing capability with a password. Click “OK.”

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