How to Make a Checklist in Word 2007


When life gets really hectic, it's helpful to keep track of your grocery lists, school assignment and to-do items. Microsoft Word 2007 provides the ability to make checklists, whether you need to print one out to keep the list by your side or if you want to check off the items electronically as you get things done. Follow these steps to create the type of checklist that will suit your needs.

Printed Checklist

  • Open a blank document in Microsoft Word 2007.

  • Type a list of items you want to put in the checklist. Set any text attributes you want to alter, including the font, font size and color. Do this on the "Home" tab in the "Font" group. Highlight the list by dragging your cursor over the text, and then make your selections.

  • Go to the "Home" tab. In the "Paragraph" group, click the small arrow next to the "Bullets" icon, which is the top-left button.

  • Click "Define New Bullet." Click "Symbol." Select a font containing symbols by scrolling through the "Font" box. For instance, choose Wingdings. Scroll through the symbols until you find a box shape that you like---perhaps a dark, outlined box or a three-dimensional box. Double-click the symbol.

  • Click "OK." The new checkbox will be inserted next to each item on the list

Electronic Checklist

  • Create a table for the checklist so you can properly align the text with the checkboxes. Click the "Insert" tab. Click "Table" in the "Tables" group. Click "Insert Table." Enter "2" in the "Number of columns" box. Enter the number of items you have in your list in the "Number of Rows" box. Click "OK." The table will be inserted into the document.

  • Insert the checkboxes by adding an interactive form field. Click the "Microsoft Office Button," and select "Word Options." Click "Popular." Select "Show Developer Tab in the Ribbon."

  • Click the top left cell in the table. Click the "Developer" tab. In the "Controls" group, click the "Legacy Tools" icon. Under "Legacy Forms,' click the checkbox icon. Select the next cell down and press "CTRL+Y" to insert the next one. Continue until you have inserted all the checkboxes down the first column.
    Click the top-right cell and type the text for the first item. Select the next cell and type the next item. Continue until you have entered all the items.

  • Adjust the table layout. Right-click the table. Under "AutoFit, click "AutoFit to Contents." Right-click the table, and select "Table Properties." On the "Table" tab, click "Options." In the "Left" and "Right" fields, enter a small number to create a space between the text and checkbox. For instance, enter ".01" and click "OK." To remove the table border, click "Borders and Shading." On the "Borders" tab, click "None" under "Setting." Click "OK."

  • Lock the form to check off the boxes. Do this after you've formatted and edited all the text. On the "Developer" tab, in the "Controls" group, deselect "Design Mode." In the "Protect" group, click "Protect Document." A task pane will open on the right. Select the check box under "Editing Restrictions." From the drop-down list, select "Filling in Forms." Click "Yes, Start Enforcing Protection." If you want, enter a password to prevent other users from unlocking the document.

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