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Video instructions and help with filling out and completing What Form 8815 Checklist

Instructions and Help about What Form 8815 Checklist

Hi, in the session I'm going to cover how to create a checklist. So let's say, for example, you had a to-do list or checklist and you want to mark it as done. I'll show you three examples of how we can create it. Now, the first example here is where we have just a status column. When you change the status to "no," it will change it into a circle. If you had "yes," you can type in why or not just "yes," but why and press Delete and Enter. It will give us a checkmark. That works fine if you are only expecting to type in either "Y" or "yes" or "no." But let's say you typed in some other random word like "ago" or something like that. It would still create that circle. So if you're certain that you will only use "Y" or "yes" or "no," then that works. But if you're not, maybe you want to go for the second example. In the second example, we use data validation to restrict the options to either "yes" or "no." If you select "no," it will give us a circle. If you select "yes," it will give us a checkmark. If you try to type in something else, you'll get an error window telling us that you can't do that. This ensures that only those two options are selected, making it easier when you need to send it to someone else to fill in the checks or select "yes" or "no." The third option is for those who don't want to have a separate column to change the value. In this option, you can just do it within the check column itself. You use a value of 1 for a checkmark and 0 for a circle. If you enter 1, you'll...