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In this tutorial, viewers are guided on creating a checklist in Excel, which serves as a tracker for activities and can be used in dashboards. To start, the Developer tab must be added to the ribbon by right-clicking on the menu bar, selecting "Customize Ribbon," and checking the Developer option. Once this is done, the Developer tab will be visible. The tutorial demonstrates how to insert a checkbox by clicking on the Developer tab, selecting "Insert," and then choosing the checkbox from Form Controls to draw it in a specified cell (C5). The checkbox text can be renamed as needed.