In this video I show you how to create what I call a Smart Checklist. It requires 5 main ingredients…

  • Excel 365
  • Tables
  • Checkboxes (the feature that was added to Excel last year)
  • Conditional Formatting
  • The FILTER function

So why is it Smart?

It’s smart because as you add more items, the checkbox automatically appears without you having to manually add it.

It’s smart because as you tick the checkbox it draws a lines through the details and date for that row

It’s smart because it automatically displays non-completed tasks with a due date of today on a separate sheet

Download a copy of the file(s) used in this video: https://share.zight.com/RBu2R2L1