Tip #19 - Create checkbox tracker in your spreadsheet

Tip #19 - Create checkbox tracker in your spreadsheet

Hello Sheet users!

We are here with yet another tip to help you get the most out of Zoho Sheet.

Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically?

Check box tracker in Zoho Sheet


Here's a sample use case that provides a clear understanding of a checkbox tracker :

Consider you are a project manager and you want to use checkboxes to represent the completion of each project phase or milestone. Here's how you can do it:

Step 1: Define your rows and columns. In this instance, we can have rows as Project Name and columns as Phase/milestones. 



Step 2: Insert Checkbox using Insert -> Checkbox. Once the checkbox is inserted in the first cell (B2), drag and drop the cursor to insert the checkbox in the remaining cells.



Step 3: Now enter the function as =COUNTIF([B2:B6;True)/COUNTA([B2:B6]) and change the number type to Percentage.

 


Your checkbox tracker is ready, and as you check each action item, the progress can be viewed dynamically.

We hope you found this tip helpful. Follow our Tips and Tricks forum to discover more ways to leverage Zoho Sheet for your business. Also, join our Zoho Sheet community to stay updated with the latest product announcements and connect with fellow Sheet users.



    • Sticky Posts

    • Tip #20 - Three things you probably didn't know you can do with picklists

      Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular
    • Tip #18: 6 Trendlines and when to use them in your spreadsheet data?

      Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that
    • Tip #17: Easily share spreadsheets with non-Zoho account users

      With efficient, collaboration-friendly options, Zoho Sheet is a popular choice among users. Sheet's external share links help you collaborate more effectively by sharing your spreadsheets with anyone outside your organization, including users who do not
    • Tip #16: Ask Zia your data-related questions and get powerful insights

      Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-related
    • Tip #7: Four things you didn't know you can do with Conditional Formatting

      Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are
    • Recent Topics

    • View all email threads directly from record's History and Interactions

      Greetings all, We've introduced the ability to view complete email thread conversations directly from records' History and Interactions sections, along with email delivery status and sentiment insights on the Interactions page—which makes it easier for
    • Marketing Tip #22: Check website and navigation for broken links

      Do you inspect your online store frequently? If not, here's your reminder to do it now. Broken links frustrate customers and make your store feel unreliable. Whether it’s a missing product page, an outdated menu item, social media accounts, or a broken
    • Online Payment Fees

      We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
    • push notification to Cliq when user is @mentioned in CRM notes

      push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.
    • How to make entries for restaurant sales in Zoho Books?

      Hello, I'm new to Zoho Books. I need to understand how to record our restaurant sales in Zoho Books. We can't raise invoices for each bill from the daily sales report generated by our POS (duplicated effort). We need a means of entering cumulative sales
    • Integrate with WooCommerce using Wordpress Plugin

      We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless
    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can
    • Domain already exists

      Hi, I tried to add my domain creativecolumnist.com but its showing as Domain already exist. Please release if it has already been associated with Zoho, I am the real owner of that domain.
    • Select forwarding

      For Zoho mail online on PC in web browser: I had forwarding enabled in section "Mail accounts / Forwards", and I also have some filters that send emails from some unwanted senders to Archive. But it doesn't work as intended, it forwards everything (obviously
    • system not picking my default custom service report template

      Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.
    • Restrict Appointment Booking to Approved Clients

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of
    • Automate Credit Card Surcharge

      Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
    • I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,

      I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For the
    • Disappearance of all articles in the knowledge base

      Hi there! It seems like all of our articles have disappeared from the knowledge base: However, the names still appear in the "sort articles" section:
    • Logic for sending to a non-primary email address

      Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny
    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • NOTAS INVISIBLES

      Siempre que abro mis notas salen invisibles, muchas no resaltan las *negritas* en la vista previa hasta que te metes en ellas y modificas algo. Pero omg con el equipo de Zoho. Les dije que las usaba mucho precisamente por la VISTA PREVIA y encontrar las
    • Does Zoho has chatroom/chatbot url feature?

      Hi Zoho community! I’m looking for a quick "Yes/No" answer for my dev team regarding Zoho’s capabilities. We currently use Zoho Desk for our Service Team and Zoho CRM for our Marketing Team to bring both functions under one platform. Our question: Does
    • One Support Email Managed By Multiple Departments

      Hello, We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
    • Is it Possible to Modify Standard Report Urls

      Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false
    • Updated font library: New font styles and custom font options in Zoho Sheet

      Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
    • scope for phonebridge in CRM and phonebridge API documentation

      Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge
    • Job Alerts for Candidates

      hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?
    • Fix image at bottom of a page fot automatic proposal creation

      I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists
    • Can't scroll the page down unless I refresh the page

      Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the
    • Price List

      II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho books
    • Let’s Talk Recruit: Still switching tabs to source?

      Welcome back to the Let’s Talk Recruit series. Let’s talk about how you actually source talent. Do you open multiple job boards every single time a role opens? Run the same keyword searches you ran yesterday? Download, upload, rename, and then do it again
    • Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM

      Hello, CRM Wizards! This week, let us enhance cross-team visibility between Zoho CRM and Zoho Desk. We will use the Zoho Request Client inside a Related List widget to display open Zoho Desk tickets directly within the Contact record in Zoho CRM. This
    • Introducing Job Alerts

      Keeping candidates engaged beyond their first application is one of the most consistent hiring challenges. Many interested candidates simply do not revisit career sites regularly, which can result in missed opportunities and reduced re-applications. To
    • Task status - completed - other options

      I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
    • Bank feed integration First Abu Dhabi Bank (FAB) to Zoho? (UAE)

      Hello everyone, Is First Abu Dhabi Bank in the list of banks available for bank feed integration with Zoho Books? Thank you.
    • How to Export Filtered List of Contacts?

      This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • can we add product images in Zoho CRM Quote PDF template?

      I want to create a quotation format in Zoho CRM similar to the attached PDF, where each product is displayed in a table with rpoduct image I need the product image to appear inside the line items section of the quote. However, while checking the Quote
    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?
    • Users Lookup

      It would be extremely convenient to have a lookup field whose type is Users. There are many instances where we need to relate certain actions to users. Furthermore, in our company the candidate sourcer might not be the one who's creating the profile (done by an admin). Please do consider adding this essential feature in the future. Thank you
    • Connecting Multiple WooCommerce Stores to a Single Zoho Marketing Automation Account

      Is it possible to connect multiple WooCommerce stores to a single Zoho Marketing Automation account?
    • Service Title in Service Report Template Builder

      I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
    • Next Page