Excel Compass

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Process Step Tracking with Dynamic Checkboxes in Excel

Create a dynamic and configurable checkbox list to track process steps that displays the next step to a user only after the prior step is marked completed.

Use Case: A user is presented with instructions for the first step of a process on a worksheet along with a checkbox. When the step is complete the user clicks the checkbox and the next step and checkbox is displayed. All additional steps in the process are displayed in a similar fashion once the previous checkbox is marked completed. If a checked checkbox is unchecked, all subsequent checkboxes are unchecked and removed from the page. Process steps and checkboxes must be able to be configured and added dynamically from the worksheet without modifying any of the VBA.