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In this tutorial, the presenter explains how to create a checklist in Excel, which functions as a tracker for activities and enhances dashboard effectiveness. To begin, users must enable the Developer tab in the ribbon by right-clicking the menu and selecting 'Customize Ribbon,' then adding the Developer tab by checking the corresponding box. Once the Developer tab is visible, users can click 'Insert' and select the checkbox from the form controls to draw it in a designated cell, such as C5. The presenter also demonstrates renaming the checkbox text for better organization.
