As you complete the list, remember to save the document. Create your listīegin typing your list in the Word document that you've opened. Next, you can select "Ribbon & Toolbar." After you do this, you can select "Developer." Once you have done this, select "Save." 3. After you do this, you can click on "Preferences." 2. You can do this by clicking on "Word." You can find the option in the upper right of your screen. Here are some steps to follow if you want to create a checklist using Word on a Mac: 1. If you don't cut and paste the check box you created, you end up following all of the previous steps every time you want to add another check box to the document. Word allows you to cut and paste the parameters you've created for the check box and repeatedly add it to the document. Once you have created the kind of check box you'd like for your list, you can add it to each list item. You can also choose a font you'd like to use from the "Font" list. In the "Symbol" box, decide on the symbol you'd like to use for the checklist. Go to the "Content Control Properties" box, pick "Change." You can find "Change" next to "Checked symbol." In the "Developer" tab, select "Properties." If you'd like to use a different symbol or make a different change such as the size or color of the checkbox you can follow these steps:īegin by clicking the checkbox in the document you have created. Customize check boxĪn "X" is the default checkmark. After selecting the tab, click the "Check Box Content Control." You can find it at the start of the first line under the "Developer" tab. Be sure to save the list before moving on to the next step. Once you have opened the document, begin typing the list. If you don't see the tab, you can display it by following these steps:įind "Main Tabs" and then select "Developer."Īfter the "Developer" tab is visible, you can create a Word document. Usually, the default option has the developer tab displayed. Here are some steps to creating a checklist in Word: 1. This can allow you to compare the two options, and you can check which options have which pros and cons and see where there might be overlap. You can use the Word checklist feature to create a pros and cons list for each option. If you print out a sheet for a meeting, then everyone has a document with the data and the checkboxes. You can use a checklist to help you decide between the two options by using it to compare data points. Perhaps you're trying to decide between two different options. Related: Top Organizational Skills for Resumes, Interviews and Development Create a pros and cons list You could check boxes of positive aspects of each idea and see which one checks the most boxes. The checklist could help you cross-reference the benefits of each idea to help you determine which is the best. The checklist could include the ideas along with the benefits of each. You might create a checklist as part of a brainstorming session. Related: 14 Ways To Get Organized at Work Keep track as you brainstorm ideas A checklist could be useful as you review the products and determine whether they're right for you. You might have a list of minimum requirements and tasks the software needs to meet. Perhaps you're considering several software options for your company. If a task has certain requirements, a checklist might be helpful. Related: How To Stay Organized When You Work at Home You can create a requirement checklist A checklist might help you remember the sequence. For example, perhaps there are tasks for you to complete that you want to complete in a specific order. You might create a list to help you remember the order of the information. Sometimes you might create a list because the order of the information is important. Related: Q & A: How Can I Stay Organized? Assist you in tracking task order Perhaps you have a meeting coming up and you have a checklist of things you plan to do to prepare for the meeting. In a professional setting, a checklist might help you keep track of tasks on a weekly basis. Another example might be a grocery list that you can update from week to week. For example, you might have several errands to do during the day, and a checklist might help you keep track of those tasks. You might create a checklist in Word to remind yourself of tasks you plan to complete. There are several reasons you might want to create a checklist in Word, such as: Help you remember tasks In this article, we discuss some of the reasons you might want to use a checklist in Word, provide steps to demonstrate how to create a checklist in Word and share some tips to help you use a checklist in Word. Understanding the checklist function in Word can provide you with an organizational tool that you can use in completing numerous tasks. The checklist can provide a way to order or compare information. A checklist in Word allows you to systematically go through a list and check off items.
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