How to Insert Checkboxes in Word to Create a Checklist
You can turn your Microsoft Word document into a checklist by adding checkboxes. Track completed, completed activities, and completed items. Word has many great features, including the ability to insert checklists, especially when creating surveys. So you want to add checkboxes to Word to create a checklist for your survey?
This is your lucky day if you are looking for such an article to help you with this. Here we have mentioned some great ways by which you can easily create or add checkboxes in MS Word to create a checklist . Let’s continue with the guide and see if any of the methods mentioned below helped you or not.
Content:
- 1 Why is it important to include checkboxes in documents?
- 2 How to Insert Checkbox in Word in Softcopy Document
- 3 How to insert a flag in a printed document
- 4 Is there a way to create a shortcut to add an interactive checkbox in Word
Why is it important to include checkboxes in documents?
Using a checkbox allows the user to select one, several, or none of the options in the options list. Thus, checking one checkbox does not clear the others, since each checkbox is independent of all the others. There are many names for checkboxes such as checkbox, checkbox, and checkbox.
However, in other words, checkboxes are graphical widgets that provide the user with a binary choice, that is, two mutually exclusive options. For example, in a yes/no question, the user may be required to choose between yes (checked) and no (unchecked).
How to insert a checkbox in Word into a Softcopy document
Using the Developer tab on the Word menu bar, you can check the box in an electronic document (such as surveys and forms that you want respondents to fill out digitally). However, there is no default Developer tab in the menu bar, unlike File, Home, Insert, Design, etc.
That is why, before moving on to the main highlight of today’s article, i.e. create or add checkboxes in MS Word, create a checklist. We will first describe to you how to access the Developer tab. So let’s check the way to do it,
How to show Developer tab in Word
So, as we mentioned earlier, there is no special option with which you can directly access the developer tab. However, to access the Developer tab, you must do the following:
- First click “File”to open the “Developer”tab.
- The next step is to click Options.
- In the pop-up that appears, select Customize Ribbon.
- The Developer option is on the main tabs.
- After you clicked OK, you’re all set.
Well, you have now accessed the Developer tab. So now you are ready to learn how to add checkboxes in Word to create a checklist . So let’s check out the different ways to do this.
How to create/insert a checkbox in a Word document
Since you are now familiar with how to access the Developer tab, you can now insert a checkbox into your electronic copy of documents such as files. doc. So let’s check out the steps for that:
- First, place your cursor where you want the checkbox to appear.
- On the menu bar, click the Developer tab. In the list of options, you’ll find add-ons, an XML mapping panel, and a few others (their names won’t be visible until you hover over them).
- Now make sure you select the one that is ticked.
- That’s all. Now it will insert your checkbox.
Can you change the icon of the checked state of a checkbox?
You can interact with the checkbox immediately after setting it. The only problem is that X comes up in the default check , and you might not want that X, or we say X. So now you know how to turn an X into a checkmark.
- Place the cursor next to the checkbox or select it.
- Click the Developer tab and select Properties.
- When you check or uncheck symbols, you will see the default symbols. You can change the checked symbol, to do this, click the Edit button.
- Select wingdings2 below the font in the popup that appears. For checked checkboxes, you will see the usual checkmark icons. With one of the icons selected, click OK and then OK.
Delete checkmark bounding box
Whenever a checkbox is checked or unchecked, or when the cursor is placed on it, the bounding box that appears can also be removed to make the checkbox look better and be more user friendly.
- Check the box by hovering over it.
- From the menu bar, select the Developer tab and click Properties.
- You can select “None”from the dropdown menu next to Show As.
How to insert a flag in printed documents
Some documents, such as identity papers or identification papers, often require hard copies. Physical copies may be the only option in cases where digital copies are not enough. You don’t have to fiddle around with the Developer tab to insert a checkbox into printed documents. For this purpose, you can define a custom marker instead.
- Make sure the Home tab is selected in the menu bar.
- Then, to access the Bullets dropdown menu, click on it.
- Now define a new bullet by clicking on Define New Bullet.
- In the pop-up window, select Symbol.
- Make sure Wingdings2 is selected as the font.
- You can select the checkmark icon and click the OK button and then OK.
Is there a way to create a shortcut to add an interactive checkbox in Word
There is no need to go to the Developer tab when you want to add checkboxes in Word. Instead, you can create a shortcut to insert a checkbox into a Word document. So, here are a few important steps that you need to follow in order to create a shortcut.
- It’s important to make sure the checkbox is displayed as a bounding box. We already mentioned in this article how to remove the bounding box. So if you don’t know about it, you can refer to this point above.
- Open the File tab located in the menu bar after checking the box.
- Select Options from the menu.
- In the pop-up that appears, click AutoCorrect Options under the Spelling section.
- Checkboxes must be filled for multiple options. Make sure “Replace text as you type”is checked.
- To insert checkboxes, enter a label in the Replace field and click Add. You will need to click OK and then OK.
- That’s all. Now you don’t have to complete all the steps; instead, you immediately begin typing the word you entered in step 6 and press the spacebar.
Conclusion
With Microsoft Word, you can create a variety of forms, including digital forms, surveys, to-do lists, and printables. You may need to check the box to allow your respondents to select certain options on these forms.
Well, that’s what we’ve already explained in this guide. So we hope you now know how to insert a checkbox in Word to create a checklist . But, if you have any doubts or questions, comment below and let us know.
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