12/9/2023 0 Comments Checklist template onenote![]() Although I’m using the checkmark character in my example, Office has a comprehensive library of symbols you can add with these same methods. ![]() ![]() Once you’re familiar with these techniques, you can add other relevant symbols and icons to your documents too.įor this tutorial, I’m using Microsoft 365 Desktop on a Windows 11 64-bit system. In this tutorial, I’ll illustrate how easy it is to add these visual tools to a document by adding checkmarks to a simple to-do list, but don’t stop with checkmarks. Fortunately, they’re easy to insert, format and otherwise manipulate in Microsoft Office documents. Symbols and icons are everywhere, from menus to legal documents - they’re even in ordinary documents now. For more info, visit our Terms of Use page. This may influence how and where their products appear on our site, but vendors cannot pay to influence the content of our reviews. We may be compensated by vendors who appear on this page through methods such as affiliate links or sponsored partnerships. Use these five methods to add checkmarks to your work. When you add checkmarks to Office documents, you can keep your text organized and visually appealing. Here is how to replicate the checklist for all of the options I outlined above.Five Methods to Insert a Checkmark Into Microsoft Office Products However, with checklists, you usually need to replicate them often. How to replicate checklist tasksĪll of the above options provide a great and unique way to capture checklist tasks. This is done using To Do Tag functionality. Besides being a superb note-taking application, OneNote also allows you to build cool-looking checklists as well that users can check off with a click of a mouse. ![]() Each task within Planner allows you to build a checklist inside of a task.Īnother option is to track checklist via OneNote. In the option above we used each task in Planner as a single checklist item/task. Option 4: Planner task with checklist insideĪnother option that is similar to the one above, but with a slight variation, is to use the Planner checklist option. To familiarize yourself with Planner, click here. One thing to bear in mind is that Planner is part of Office 365 Group, so you won’t be able to create just a plan for a checklist, you will get the whole package that comes with Office 365 Groups (SharePoint Site, distribution list, calendar, Teams and so on). If you want to manage tasks for a checklist via a cool, modern and visual interface, you might want to consider creating a plan in Planner. I cover all these features in great detail in this post. Also, you can enable email notifications and create subtasks as well. Used mostly for project scheduling, you can also use it to create checklists. Option 2: SharePoint Task ListĪnother option to build a checklist is to use a Task list web part. On top of that, you can use item-level permissions to assure users only edit own entries. The modern interface of a custom list allows for a very cools way to fill in this info. Moreover, most checklists contain simple YES/NO checkboxes. You get versioning, views, ability to sort and filter. Not only you can build your form quickly by creating new columns and metadata, but you also get all the bells and whistles, courtesy of SharePoint list. The first option that I like to use is the modern SharePoint custom list. Option 1: Custom list with yes/no checkbox
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