Here are the steps to insert a checkbox in Excel: Go to Developer Tab –> Controls –> Insert –> Form Controls –> Check Box. A checklist in Excel is a useful way to keep track of items, tasks, or bills.Here are five simple steps you can follow to create one. Go to Developer and select the Check Box Content Control at the beginning of the first line. Checkbox control in the Controls group on the developer ribbon. To create a list in an existing note, place the cursor where you want to start. Then tap the Checklist button Checklist button and create your list. Checklist form templates. Whether for inspections, audits, or task tracking, these checklist templates ensure thoroughness and accuracy. Rightclick on a checkbox, select "Format Control," and go to the "Control" tab.