How to Make Checklists in Word: A Step by Step Guide

    Blocksurvey blog author
    Written byWilson Bright
    Jan 2, 2024·5 Mins


    Creating a checklist in Word can be a quick and easy way to stay organized and on track with tasks and projects. Whether you're creating a checklist for personal or professional use, Word is an excellent tool for this purpose.

    Step-by-step guide

    In this step-by-step guide, we'll show you how to make a checklist in Word from start to finish.

    Step 1: Open Word and create a new document.

    Step 2: Type in the title of your checklist at the top of the document. This could be like a "To-Do List" or a "Project Checklist."

    Step 3: Create the items for your checklist by typing them into the document one at a time. Press the "Enter" key after each item to start a new line. Check the below example,

    Workday Task List

    Review and prioritize emails.

    Conduct a status check on ongoing projects.

    Prepare for the client meeting at 10:00 AM.

    Attend the client meeting.

    Update project timelines.

    Lunch break.

    Analyze project data and generate a report.

    Respond to urgent client emails.

    Collaborate with the marketing team on upcoming campaigns.

    Attend a team brainstorming session at 3:00 PM.

    Step 4: Once you have all of your items typed in, select the items on the list and click on the "Bulleted List" button in the "Paragraph" section of the Home tab. This will add a bullet point to the beginning of each item on the list.


    Step 5: To create a checkbox next to each item, go to the "Developer" tab and click on the "Check Box Content Control" button. A checkbox will appear next to your bullet point.


    Step 6: To check off items on your checklist, click on the checkbox next to each item.


    Step 7: If you want to add more items to your checklist later, type them in and add the bullet point and checkbox as before.

    Step 8: Once finished, save your document, and you're all set!

    With this step-by-step guide, you can create a professional-looking checklist in Word in just a few minutes. You can customize the checklist using different font styles, colors, and sizes to make it more visually appealing. Remember that you can also use the as an AI-driven checklist tool to make your life much easier.

    Bonus: Advanced Checklist Tips & Tricks 

    1. Customizing the checklist format: You can customize the format of your checklist in Word by using different font styles, colors, and sizes to make it more visually appealing. You can also use different bullet points styles, such as numbers or letters, to help organize your checklist differently.

    2. Using tables and columns: Another way to create a checklist in Word is by using tables and columns. This can be useful if you want to include more information or details about each item on the checklist, such as due dates or priority levels.

    3. Collaboration and sharing: If you're working on a checklist with others, you can use Word's collaboration features to share and work on it together. You can use the comments and track changes features to communicate with other team members and make changes to the checklist together.

    4. Exporting and printing: Once your checklist is complete, you can export it to a PDF or other file format to share it with others or print it out for easy reference.


    Creating a checklist in Word is a great way to stay organized and on track, whether you're working on a personal or professional project. With this guide, you can make a checklist in Word quickly and easily.

    Frequently Asked Questions

    • How do I create a checklist in Word?

      Creating a checklist in Word is easy. Simply open a new document, click the “Insert” tab, choose “List” and then select “Check Box.” This will insert a check box into your document. You can then type in your list items and check them off as you complete them.

    • How do I customize my checklist in Word?

      To customize your checklist in Word, you can use the “Design” tab on the ribbon. Here, you can choose from different styles, colors, and shapes for your check boxes. You can also change the font type and size for each list item.

    • How do I add a description to each item in my checklist?

      To add a description to each item in your checklist, you can use the “Comment” feature in Word. Simply right-click on the check box and choose “Add Comment.” You can then type in your description or add a link to a web page or file.

    • How do I save my checklist in Word?

      To save your checklist in Word, you can use the “Save As” command on the “File” tab. You can then select the file format and location where you would like to store your checklist.