Google Docs is a powerful online document editor used to create and collaborate on documents. However, many people have wondered how to make a checklist in Google Docs.
We’re going to discuss how to create checklists in Google Docs, how to assign checklist tasks to others, and a Google alternative for making checklists.
Making Google Doc Checklists:
How To Create Checklists In Google Docs
Firstly, let’s discuss the process of creating a checklist in Google Docs.
In the following section, we’ll outline how to create multi-level checklists, which start with the steps outlined here.
Once you’ve created a Google Docs checklist, you can assign tasks to others.
Step One: Enter Your Checklist Items
To create a checklist, you can start by typing your checklist items as a list in Google Docs. You should ensure that each item is entered on its own line when creating your checklist.
Once you’ve created your list, you can proceed to the next step. Don’t worry; you can edit and update your checklist later.
Step Two: Highlight All Checklist Items
Now that you’ve listed your checklist items on Google Docs, you can use your mouse to select all text items that should be converted into a list.
If you’re converting all text to a list, you can select Ctrl + A on your keyboard.
On MacBooks and iMacs, you’ll need to select ⌘+ A to select all.
Step Three: Select Checklist Icon In Toolbar
With the checklist items selected, press the checklist icon in the Google Docs toolbar. Clicking this button will turn each selected text line into a new checklist item.
Each item will have an interactive checkbox next to it. As you complete your tasks, you can tick them off the list.
Step Four: Modify Your Google Docs Checklist
Now that you’ve created your checklist, you can modify it as necessary.
If you press your Enter key once, you’ll create a new checklist item. Hitting your Enter key twice will start a new paragraph.
If you want to create a multi-level checklist, you can use the steps in the following section.
Creating Multi-Level Checklists In Google Docs
If you want to create a multi-level checklist in Google Docs, you can follow these simple steps.
Of course, multi-level checklists are lists with more than one level, allowing you to expertly expand on certain checklist items.
Step One: Create Your Checklist Using Previous Steps
Firstly, you’ll need to create a checklist using the steps outlined in the previous section.
Once you’ve done this, you’ll have a checklist with all items at the same indentation level. However, certain items can be further indented to create a multi-level checklist.
Step Two: Navigate To Checklist Item That Should Be Indented
Once your checklist has been created, use your mouse to navigate to a checklist item that you want indented.
Place your mouse’s cursor at the start of the line that should be further indented.
Step Three: Press Tab To Indent Checklist Item
You can now press the Tab key on your keyboard to increase the indentation.
Step Four: Modify Your Multi-Level Google Docs Checklist
You can now modify your multi-level checklist and indent more checklist items. By pressing the Tab key more than once, you can further indent items.
Google Docs allows you to use unlimited levels.
Inserting Checkboxes In Google Docs
Some Google Docs users have wondered whether it’s possible to insert a checkbox into their document without creating an entire checklist.
Luckily, it is possible to do this! By following these steps, you can insert a checkbox into your document.
Step One: Select Where You Want To Insert Checkbox
Inside your document, move your cursor to where you want to add a checkbox.
For most users, this will be on a new line in the document.
Step Two: Click On Checklist Icon In Toolbar
You can now click on the checklist icon in the Google Docs toolbar. A checkbox will now be added to your document.
Once you’ve added any text next to the checkbox, you can keep working on your document.
Pressing the Enter key once will add a new checkbox under the first one – which is a great way to start a checklist in Google Docs.
However, pressing the Enter key twice will remove the second checkbox and allow you to continue working on your document.
How To Assign Checklists In Google Docs
Now that you’ve created a checklist or added checkbox items to your Google Docs document, you can assign tasks to others.
If you’d like to assign certain checklist items to others, you can use these three simple steps.
Step One: Click On The Plus Sign Next To Checklist Item
Firstly, you’ll need to select the plus sign on the left-hand side of the checklist item in Google Docs.
Step Two: Select The Assignee Field
You can now click on the assignee field and enter the name of whoever the checklist item or task should be assigned to.
Step Three: Assign Checklist Item On Google Docs
Once you’ve entered the assignee’s name, you can assign the task.
However, if the assignee doesn’t have permission to access the document, you’ll get a popup window asking you to share the Google Docs file with them.
Is There A Google App To Make Checklists?
In the previous sections, we explained how to create checklists in Google Docs and how to assign checklist items to others. However, many Google Docs users aren’t aware that there’s a dedicated Google app to make checklists: Google Tasks.
If you frequently create and edit checklists in Google Docs, you could benefit from the fantastic features of Google Tasks.
Like Google Docs, Google Tasks is another fantastic web-based application. However, there are also dedicated Android or iOS apps for Google Tasks users. This app is designed to help you create to-do lists and collaborate with others.
Instead of manually creating multi-level checklists in Google Docs, Tasks lets you expertly break tasks down into subtasks.
You can even add context details to tasks to help assignees. Google Tasks also lets users create recurring tasks. What’s great about using Tasks is that it’s already integrated with other Google services, including Calendar, Drive, Docs, and Sheets.
In the next section, we’ll explain how you can use Google Tasks to create and manage your checklists.
How To Use Google Tasks To Make Checklists
If you want to use Google Tasks to create and manage checklists, we’ll explain what you should know.
Step One: Create A New List
At the top of the Google Tasks window, click the down arrow and select the “Create New List” option.
You can now name your list and click the “Done” option.
Step Two: Add Tasks Or Subtasks
You can now manually add tasks or subtasks to your list.
However, Google Tasks also allows users to add tasks or subtasks from Google Docs, Google Calendar, Gmail, Google Drive, and Google Slides.
If you created a checklist in Google Docs, you’d be able to import it to Google Tasks.