How to Insert a Checkbox in Microsoft Word

If you are designing a digital intake form for a medical clinic or an employee onboarding checklist for HR, you cannot simply type a pair of brackets [ ] and expect users to know what to do with them. You need to insert an interactive, clickable checkbox that physically displays an “X” or a checkmark when someone clicks on it.

Microsoft Word has a robust form-building engine built directly into the software, but the buttons to access it are intentionally hidden from everyday users to prevent them from accidentally destroying their documents.

Step 1: Unhide the Developer Tab

Before you can insert an interactive form control, you must activate the hidden “Developer” menu on your ribbon.

  1. Open your document in Microsoft Word.
  2. Look at the main Ribbon at the top of the screen. Right-click anywhere in the empty grey space on the ribbon (do not click an actual button).
  3. A small pop-up menu will appear. Click Customize the Ribbon…
  4. The massive “Word Options” dialog box will open. Look at the column on the far right side of the screen labeled “Main Tabs.”
  5. Scroll down this list until you see the word Developer.
  6. Check the empty box next to the word Developer.
  7. Click OK at the bottom of the window.

Look back at your main Ribbon. You will now see a brand new tab labeled “Developer” sitting between “View” and “Help.”

Step 2: Insert the Interactive Checkbox

Now that the professional tools are unlocked, inserting the checkbox takes two seconds.

  1. Click precisely where you want the checkbox to appear in your document (e.g., right before the phrase “I agree to the Terms and Conditions”).
  2. Click on the new Developer tab on the ribbon.
  3. Look for the section in the middle labeled “Controls.”
  4. You will see a small grid of strange-looking icons. Look for the icon that looks like a literal square with a green checkmark inside it (hovering your mouse over it will display the tooltip “Check Box Content Control”).
  5. Click that icon once.

A physical, interactive square will instantly appear in your text. If you click the square with your mouse, an “X” will appear inside it. If you click it again, the “X” disappears.

Method 2: The Non-Interactive Bullet Point (For Printed Documents)

If you are printing out a physical checklist for an upcoming camping trip and just need empty squares on the paper to check off with a pen, you should not use the complex Developer controls. You should use a simple bullet point list.

  1. Highlight the text you want to turn into a checklist.
  2. Go to the Home tab on the Ribbon.
  3. Look for the Bullets button (the icon with three small dots and horizontal lines). Do not click the button itself; click the tiny drop-down arrow immediately to the right of it.
  4. A gallery of different bullet styles will appear. Click Define New Bullet… at the very bottom.
  5. Click the Symbol… button.
  6. A massive grid of hieroglyphics will appear. Change the Font drop-down menu at the top to Wingdings.
  7. Scroll all the way down to the absolute bottom of the Wingdings list. You will find several variations of empty square boxes.
  8. Click the empty square you like, then click OK twice.

Your text is now formatted as a perfect checklist, ready to be printed and attacked with a ballpoint pen.

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