How to Create a Google Sheets Checklist

Last Modified: February 22, 2024 - 4 min read

Hannah Recker
google-sheets-checklist

Checklists are a great way to keep track of tasks, to-do lists, and other important information.

Google Sheets checklists are easy to create and customize. Users can add items to the checklist, mark them as complete, and even add notes or comments to each item. 

This makes it easy to keep track of progress and collaborate with others. Additionally, Google Sheets checklists can be shared with others, making it easy to collaborate on projects and assignments.

Creating a Checklist in Google Sheets

Basic Checklist

To learn how to make a checklist in Google Sheets, follow these steps:

  1. Open a new Google Sheet.
  2. In the first row, enter the title of your checklist.
  3. In the second row, enter the items that you want to include in your checklist.
  4. In the third row, enter a checkbox for each item by clicking on the “Insert” menu and selecting “Checkbox.”

Once you have completed these steps, you will have a basic checklist in Google Sheets. You can mark items as completed by checking the corresponding checkbox.

Advanced Checklist

If you want to create a more advanced checklist in Google Sheets, you can use conditional formatting to automatically mark items as completed. Follow these steps to create an advanced checklist:

  1. Open a new Google Sheet.
  2. In the first row, enter the title of your checklist.
  3. In the second row, enter the items that you want to include in your checklist.
  4. In the third row, enter a checkbox for each item by clicking on the “Insert” menu and selecting “Checkbox.”
  5. Select the entire range of checkboxes by clicking on the first checkbox and dragging down to the last checkbox.
  6. Click on the “Format” menu and select “Conditional formatting.”
  7. In the conditional formatting dialog box, select “Custom formula is” and enter “=TRUE” in the formula field.
  8. Select a fill color or text color to indicate that the item has been completed.

Once you have completed these steps, the checkboxes will automatically be marked as completed when you check them. This can save you time and ensure that your checklist is always up to date.

In conclusion, creating a checklist in Google Sheets is a simple and effective way to keep track of tasks. Whether you need a basic checklist or an advanced one, Google Sheets has the tools you need to get the job done.

Leverage AI For Checkbox Formulas

As you can see, there are many ways your can take advantage of checkbox formulas depending on your specific use case. Remembering all of these formulas in one go can be a bit overwhelming. However, there are GPT add-ons for Google Sheets like Coefficient that you can use to generate formulas, pivots, and charts!

Installing Coefficient’s Google Sheets extension is super quick and you can get started for free right from our website. Once you submit your email, you’ll see a big blue button on the sheet you’re provided that will install the add-on.

Once the installation is finished, return to Extensions on the Google Sheets menu. Coefficient will be available as an add-on.

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Now launch the app. Coefficient will run on the sidebar of your Google Sheet. Select GPT Copilot on the Coefficient sidebar.

 use the Coefficient GPT Copilot’s Formula builder to calculate the number of comments per post

Then click Formula Builder.

select formula builder

Type a description of a formula into the text box. For this example, I will calculate the sum the closed won deals to keep this information constantly updated on my report.

Let’s type: Sums values in A2:B9 in Sheet4 only if checkboxes in B2:B9 are checked.

Then press ‘Build’. Formula Builder will automatically generate the formula from the first example.

GPT Formula fo Checkboxes

You’ll simply copy your formula over to the cell you’d like to place your Closed Won deal value.

Checkbox formulas allow for advanced calculations and conditional formatting, streamlining data analysis and management.

Set Spreadsheet Data on Refresh

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Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 300,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Hannah Recker Growth Marketer
Hannah Recker was a data-driven growth marketer before partying in the data became a thing. In her 12 years experience, she's become fascinated with the way data enablement amongst teams can truly make or break a business. This fascination drove her to taking a deep dive into the data industry over the past 4 years in her work at StreamSets and Coefficient.
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