Excel Trick#49 : How to Create a Checklist using Conditional Formatting

If you are maintaining a To Do list in your personal life or at workplace, if you are tracking this regularly and if you want to make it as a checklist, here in this video let us discuss how to do this in Excel.

Let us consider an example like this We have list of activities in column B and Status in Column C In column D, if we want to insert check marks for those activities that are done., we have to enter a formula to apply conditional formatting.

In cell D2, enter the formula as =If(C2="yes",1,0). So this would give us the result as 1 if the activity is completed and 0 if it still pending. Drag the formula till the end.

Now, let us apply conditional formatting to this column D Select the Cells Range, In the Home Tab, from Styles group, click the conditional formatting and select New Rule.

Under Select a rule type section: select the first one, format all cells based on their values
Under Format Style: select icon sets Click on green Icon & from the drop down, select Green Check Symbol In Value field, enter 1 & change the Type from percent to Number.

Now change the Yellow color icon to White Circle In Value field, enter 0 & change the Type to Number again Change the third icon to no cell icon As a final step, tick the checkbox Show Icon Only click Ok button to confirm.

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