Checklist Fill In Template Word

With interactive documents, you can choose from a range of predefined options for data, instead of typing the data from scratch each time. If you write lots of letters to the same few correspondents, generate electronicClick here to enter a date.' The calendar will appear when you click the down arrow on the control. Pick a date, and that date will appear automatically in the document.

Free Printable Checklist Templates For Word
Daily Checklist Template Word
Free Microsoft Word Checklist Template

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The Date Picker has some handy settings you can configure. To see these, click Design Mode once again. Click the Date Picker control and then click the Properties button (it’s in the Controls segment of the Ribbon). Use the Properties dialog box to format the control (for instance, to have the month spelled out instead of being represented numerically). You can also use Properties to lock the content control so that it can’t be deleted, or you can add a title to the control telling the user about its purpose (“Select a date for a meeting,” for example).

Finally, you can format the control with a Word style so that the date looks the way you want it to. If you use styles, and the style set changes, the date’s text formatting will automatically change to match the new style set.

Add a Content Control to Manage Text Entry

The Plain Text Content Control creates a designated place for someone to enter text into a document. You can preformat the text in this control using a defined style, so that any text the user enters there will appear a certain way. You can also elect to permit or disallow carriage returns. On top of that, you can leave this control as is, lock it so that it cannot be deleted, or set it so that it automatically disappears once its contents have been edited. In the last mode, the content control will appear in the document until someone has typed text in it; as soon as they do, the content control will vanish, but the text typed into it will remain.

Select an Item From a List of Options

With some documents, you’ll want to pick from a limited number of options presented in a list. In these cases, creating a template with the Drop-Down List Content Control or the Combo Box Content Control is the way to go.

Click the Drop-Down List Content Control to add it to the document. For this control, you can not only type a title and use a style to format its contents, but also format it so that it cannot be deleted. To prepopulate the control with a set of choices, select the control and then click Properties. Now click Add in the Properties dialog box, and type an entry for the list (for this example, leave the display name and the value the same). Repeat this step with each entry for the list, and click OK when you’re finished.

When you click Design Mode and return to the document, you’ll see the words 'Choose an item' in gray. Click that text, and a drop-down box will appear with the words in your list. Click one of these items, and the word will appear in the document.

Use the Check Box Control to Create Checklists

The Check Box Content Control allows a user to place a checkmark to indicate their selection of an item. To add one to your document, click the Check Box Content Control and then click Properties. A Check Box can toggle between two states when clicked on: selected, represented by an X inside a box, and not selected, which shows a blank space inside the box.

To change these symbols, open Properties, click the Change button, and choose a font from the dialog box (I suggest something from the Wingdings family.)

Next Page: How to Add Document Properties

Creating forms with Microsoft Word is easy, but the challenge comes in when you decide to create fillable forms with options that you can send to people and have them fill out digitally. Whether you need a form for gathering information about people or if you are trying to take a survey to test out user response to software or a new product, MS Word has the solution for you.

Note: the screenshots in this tutorial are from Word 2010 but this should work the same in Word 2013.

Enable the Developer Tab

In order to create fillable forms, you will need to start by enabling the developer tab by clicking on the “File” drop-down menu and then choose “Options.” Open the “Customize Ribbon” tab and select the “Main Tabs” option under “Customize the Ribbon.”

Now you will need to select the “Developer” box and press “OK.”

Once you have done this, you will notice that an additional menu has been added to the top of the screen with several new developer options.

To Template, or Not to Template?

There are two main options to get started with your form creation. Option one is easy to use if you can find a template that suits your needs. To find templates, Click on the “File” menu, select “New.” You will see many premade templates available for download. Simply click on “Forms” and look through the selection of templates to find one that suits your needs.

When you have found your template, just download it and edit the form as needed.

Since that is the easy way and you may not be able to find a template that fits your needs, we will discuss the best way to create forms from scratch. Begin by navigating to the template options again, but instead of selecting a pre-made form, select “My Templates.”

Now you will need to click the “Templates” check-circle and then press “OK” to create a blank template. Lastly, press “Ctrl + S” to save the document. We will call it, “Form Template 1”.

Populate the Form

Now that you have a blank template, you are ready to start adding information to the form. The form we will create in this example is a simple form to collect information about people who fill them out. First, you will need to enter the basic questions. For this tutorial, we will try to get the following information:

Name (Plain Text Response)
Age (Drop-Down List)
D.O.B. (Date Response)
Sex (Check Box)
Zip Code (Plain Text Response)
Phone Number (Plain Text Response)
Favorite Primary Color and why: (Combo Box)
Best Pizza Toppings (Check Box and Plain Text Response)
What is your dream job and why? Limit your answer to 200 words (Rich Text Response)
What type of vehicle do you drive? (Plain Text Response)

Click on the “Developer” tab which you added earlier and under the “Controls” section, choose “Design Mode” to begin creating different control options. If you want to see what it looks like in action, remember to deselect the “Design Mode” option.

Text Sections

For any answers that require a text based answer, you can add text sections. You will do this by selecting the Rich Text Content Control (allows users to edit formatting) or the Plain Text Content Control (only allows plain text without formatting) option.

Let’s enable a rich text response for question 9, and then a plain text response for question 1, 5, 6, and 10.

Remember that you can edit the text in the content control boxes to match the questions by clicking in them and typing as seen in the image above.

Add a Date Selection Option

If you need to add dates, you can add the “Date Picker Content Control.” Let’s Use this and add it to question 3.

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Insert a Drop-Down List with Options

Checklist fill in template word printable

For questions that only allow one answer such as numbers (question 2), a drop-down list is handy. We will add simple list and populate it with age ranges. You will need to add the content control box, right-click on it, and select the “Properties” option. Next, click on add to add age ranges.

When you are done, it should look something like this (Design Mode Disabled).

Alternatively, you can add a “Combo Box,” which will allow you to add any options you want, as well as allow users to enter additional text if needed. Let’s add a combo box to question 7. Since it is a combo box, users will be able to select an option and type why they like the color.

Add Check Boxes

For the fourth question, we will add check box options. You will first enter your options (male and female). Now you can add the check box content control after each option.

Free Printable Checklist Templates For Word

Repeat the process for any other questions that require one or more options. We will add check boxes to question 8 as well. We will also add a plain text response box for any toppings not listed.

Daily Checklist Template Word

Wrapping Up

The completed blank form should look like the images below depending on whether you have design mode enabled or disabled.

Free Microsoft Word Checklist Template

Congratulations, you have just learned the basics of creating interactive forms. Feel free to download our completed sample form if needed. You can send the DOTX file to people and when they open it, it will automatically open up a normal word document that they can fill out and send to you since the template is automatically applied.

Image Credit: Ben Ward on Flickr