Make a checklist that you can check off in Word
To use boxes that you can check off in Word, you insert the check box form field into your document. This looks best if you use a table to align the check boxes with the text, so your first step is to create a table. After you create the table, you can insert the check boxes in one column and the text in the other column, and then you can refine the layout. To check off the items, you lock the form.
The result looks like the following illustration.
Step 1: Create a table
On the Insert tab, in the Tables group, click Table.
In the Number of columns box, enter 2.
In the Number of rows box, enter the number of rows that you want. You need one row for each item in your list.
Don't worry about the size of the columns or the border lines in the table. You will fix those later.
Step 2: Insert the check boxes and text
To add the boxes that you will be able to check, you need to use the Developer tab.
Show the Developer tab
Click the Microsoft Office Button , and then click Word Options.
Select the Show Developer tab in the Ribbon check box.
Add the check boxes
Click the top left cell in the table that you inserted.
On the Developer tab, in the Controls group, click Legacy Tools.
Under Legacy Forms, click Check Box Form Field .
Note If the check box has a gray background, click Legacy Tools in the Controls group, and then click Form Field Shading to remove the gray shading.
Click the next cell where you want to insert a check box, and then press CTRL+Y to insert another check box.
After you insert a check box for each item that you want, click the top right cell and type the text for the first item. Repeat this step for each item in the list.
Step 3: Refine the layout
Although you are using the table to lay out the list, you probably want to adjust the spacing so that the column that contains the check boxes isn't too wide, and the text is lined up close to the check boxes. You probably don't want the border lines that Word usually includes with the table. To make these adjustments, do the following:
Right-click the table, point to AutoFit, and then click AutoFit to Contents.
Right-click the table, click Table Properties, and then click the Table tab.
Click Options, and in the Left and Right boxes, enter a number that will provide a little bit of space between the check box and the text, such as .02 inches, and then click OK.
On the Table tab, click Borders and Shading, and then click the Borders tab.
Under Setting, click None, and then click OK.
Note After you remove the border lines, you may still see gray lines. These are the table gridlines, and they do not show when the document is printed. To hide the table gridlines on the screen, click the Layout tab under Table Tools, and in the Table group, click View Gridlines.
Step 4: Lock the form
To check off the items by clicking in the check boxes, you need to lock the form. However, when the form is locked, you will not be able to make changes to the text or layout, so be sure to do this step last.
Note If you want to check the spelling in your list, you must run spell check on the document before you lock the form.
When you want to edit the document, you can easily unlock the form. Just remember to lock it again so that you will be able to click the check boxes.
Lock the form
Make sure that you are not in design mode by clicking Design Mode in the Controls group on the Developer tab.
On the Developer tab, in the Protect group, click Protect Document, and then click Restrict Formatting and Editing.
In the Protect Document task pane, under Editing restrictions, select the Allow only this type of editing in the document check box.
In the list of editing restrictions, select Filling in forms.
Under Start enforcement, click Yes, Start Enforcing Protection.
To assign a password to the document so that only reviewers who know the password can remove the protection, type a password in the Enter new password (optional) box, and then confirm the password.
Important If you choose not to use a password, all reviewers can change your editing restrictions.
Unlock the form