Forms For Excel

Posted By admin On 01.05.21

To enable the Forms button, make sure your Excel workbook is stored in OneDrive for Business. Also note that Forms for Excel is only available for OneDrive for Business and new team sites connected with Office 365 groups. Learn more about Office 365 groups. E xisting Excel workbook can use the Insert Tables Forms button. Creating a Data Entry Form in Excel: Decide if a data entry form works best. Use a data entry form.

Create a Printable Checklist using Microsoft Excel® | Updated 6/11/2020

After looking at the search data on my site, the one phrase in the top 10 that kept coming up was 'checklist'. So, by popular demand, we've created a few different printable checklists along with some checklist templates that you can edit in Excel.

Check List Templates

Prepare for a visit, spring-clean, or create a cleaning schedule.

A room-by-room checklist for seasonal cleaning.

Be prepared for your vacation, business travel, or college.

Download a general checklist for your camping trip.

Use this backpacking list to help you remember the essentials. Includes packing tips.

Things to do to get ready and things to do after you've moved.

Stuff you'll need to have or do after that new baby comes.

Print a simple blank grocery list or a categorized grocery list.

This annual calendar was designed to be used as a New Year's Resolution Checklist.

Stuff to consider when planning a wedding.

A new look for our original wedding checklist template.

Uses fun Excel features like conditional formatting to cross out items when completed.

A general-purpose task list for assignments, projects, or whatever.

Grocery List with Meals
Excel, PDF, GS

List your weekly meals and create a categorized grocery list using this simple template for Excel.

Grocery Checklist - Print and Fold

Excel, PDF, GS

Print four separate grocery lists on a single page then fold in half twice to make a list that fits in your pocket.

To Do and Task Lists

Great for creating to do lists for projects.

A printable to do list for highlighting primary and secondary tasks.

A very simple 2-column or 3-column to do list for Excel or PDF.

A to do list spreadsheet designed for tracking homework assignments.

Print a to do list for checking off your most important tasks on specific days of the week.

Print separate to do lists for different family members or task categories on one page.

A simple general-purpose Excel task list for simple projects.

A simple task list that demonstrates the use of custom icon sets to display priorities.

Download templates for tracking and ranking action items.

Other List Templates

Keep track of wedding invites and RSVPs for your wedding dinner and reception.

Make a list of people to invite to your wedding dinner and reception. Track RSVPs and estimate costs.

Create a list for gifts, Christmas cards, service company contacts, etc.

Create and print a list of medications, pills, vitamins, and supplements.

Add a Customer List worksheet to your invoice, work order, or other worksheet. Includes instructions for how to set up a drop-down list and create lookup formulas.

Keep track of your online usernames and passwords with a printable password list. Remember to store your list in a secure location.

Maintain a sortable list of online usernames and passwords using Excel. Remember to store your data securely. Not recommended for websites that store financial or other sensitive data.

Track grocery prices so that you can know when to buy items on sale. Edit and use on the go via mobile Excel.

Feature Comparison Template
Excel

This template includes many different techniques for creating a feature comparison table with ratings and check marks.

Pros and Cons List
Excel, GS

Create a pros and cons list when you need help making an important decision.

Phone List Template
Excel

Learn how to create a sortable 2-column phone directory in Excel.

Home Inspection Checklist
Excel, Word, PDF, GS

A room-by-room inspection checklist for home buyers and sellers. For personal use, not for official certified inspections.

SMART Goal Worksheet
Excel, GS, PDF

Create a SMART goal and check off the steps as you complete them.

Creating Checklists in Excel

The main question people have when creating a checklist in Excel is what method to use to create the check box. I've listed the most common methods below, along with an explanation of the uses and pros/cons.

Cell Borders - This is perhaps that simplest and fastest way to create a checklist from scratch. Just size the column containing the check boxes so that they appear square. It is easy to customize by copying and pasting items, inserting new items, etc. I use this approach in the wedding and camping checklists.
Special Unicode Characters in Data Validation Lists: ☐, ☑, ✓, ✔ - This may be my favorite approach. You can include special characters like this in a Data Validation drop-down list. This isn't quite as good as clicking once to fill in a checkbox, but it is great for the mobile Excel apps. The only hard part is remembering how to insert a check mark symbol in Excel. For more information, see my article Using Unicode Character Symbols in Excel.
Parentheses ( ) or Brackets [ ] - This is a very common simple approach for including a checkbox within a text-based file. You'll see this approach used a lot in legal documents and other types of forms. If that's the look you're going for with your checklist, then by all means, go for it.
Autoshapes (Drawing Objects) - I don't recommend this approach unless you are going for something fancy, like using fluffy clouds in your check list. Moving a bunch of autoshapes around in the spreadsheet can get messy and annoying.
Checkbox Form Object - Use the checkbox form field only if you are wanting to add interactivity to your checklist. The checkbox form field, found in the Forms toolbar, can link to a cell in the spreadsheet without requiring any Visual Basic programming. The linked cell will be a boolean value TRUE or FALSE. Like the drawing objects, working with a large number of checkboxes can get messy.

Creating a Checklist in Google Sheets

Google Sheets beat Microsoft to the punch and introduced a Checkbox as one of the Data Validation options. You can go to Insert > Checkbox to quickly create one, and you can customize it by going to Data > Data Validation. I've updated most of the Google Sheets versions of my checklists to use that feature. I hope Excel gets smart and introduces a similar feature some day.

Sharing Our Checklists

Our checklists and checklist templates are licensed for personal use only. However, to avoid a bunch of emails, I will also say that I am okay with you doing almost anything with these checklists except posting the checklist (or anything you have created using the checklist template) on the internet or selling it. That includes permission to print and distribute as many paper copies of your checklist as you need. Don't remove the copyright or hyperlinks that I've included in the spreadsheet, though.

Thank you.

Forms For Excel Teams

Printable Cash Receipt Form

This is a general cash payment receipt form (3 receipts per page) for payments made by cash, check, or money order. Includes an optional Balance Due section. The receipt should be signed in the 'Received by' spot to authenticate the receipt.

Cash Receipt Form (.pdf)

This is an editable PDF file, so you will need Adobe Reader to view, edit, and print it. It is designed for making 3 duplicate copies of the same receipt. Fill in some of the information that will be the same for every receipt, and then print a bunch of blank copies.

Forms For Excel In Onedrive

Download

⤓ Excel (.xlsx)⤓ Google Sheets

Other Versions

License: Private Use (not for distribution or resale)

'No installation, no macros - just a simple spreadsheet' - by Jon Wittwer

Description

The Cash Receipt Template lets you create 3 receipts per page for cash, check, or money order payments.

One really cool thing about this template is the custom formula that we created for automatically entering the written form of the amount. You just enter 1234.56 in the Amount field, and it automatically enters 'One Thousand Two Hundred Thirty-Four and 56/100 -----.'

Besides general cash payments, this template also works for rent receipts. You can enter the rent period in the From and To fields and include the property address in the For Payment field.

What users have said about this template:

'These receipts were just what I was looking for. They allowed me to add what I needed to the receipts and really make them custom. Thank you' - Marge Deyoung

'This form was easy to modify for a down payment on a car purchase. This form covered everything I needed for a receipt. Thanks for this receipt.' - roger

Forms For Excel 2010

'Easy to download and an excellent way to quickly access a needed receipt. Thanks' - Donald Cacace

'Fast, easy, no fuss-no-muss template. Thanks!' - Christie Henderson

Using the Cash Receipt Template

Print Receipts on Perforated Paper - Our 3-to-a-page receipt forms and receipt templates are designed for printing on Perforated 8.5' x 11' Paper (1 col x 3 rows). You can order paper from PerforatedPaper.com or some other office supply or paper supply company (Vertex42.com is not affiliated with perforatedpaper.com).

Copies of Receipts - If you want to save duplicate or triplicate copies of the receipts, you can customize the template so that the cells/fields in the second 2 receipts refer to the values listed in the first receipt. Then, when you print the page, you'll have a couple 'carbon' copies (This is what the PDF form does).

Signing Receipts - Update 2/8/2016: To help prevent people from creating fraudulent receipts, you may want to customize the receipts you give (to make them difficult to duplicate) and also sign the receipts. For this reason, we've added signature lines to the newer versions of the templates.

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