Use Cases
Create and Configure
1
Choose the field type
Click the
+ on the right side of the table header, then choose Checkbox from the field type list.2
Name the field
Enter a field name, such as “Done”, “VIP”, or “Approved”.
3
Set the default value
Choose whether new records should be checked or unchecked by default.
4
Save the field
After saving, users can click cells to switch the state.
Common Uses
- Task status: Use a “Done” field in a task table, then create an “Incomplete tasks” view that only shows unchecked records.
- Quick flags: Mark “VIP” in a customer table or “Needs restock” in an inventory table.
- Process checkpoints: Add fields such as “Image uploaded” or “Copy reviewed” in a content calendar so collaborators can see which steps are complete.
Use Checkbox Values in Formulas
Checkbox fields can be used as boolean values in formulas. For example, return different text based on completion status:Statistics and Automation
- Track completion: Use the summary bar to count checked values. With counts, you can calculate completion rates.
- Trigger automation: When “Approved” is checked, automation can send an email or update other fields.
Notes
- A Checkbox field only represents two states. If you need several states, such as “Not started”, “In progress”, and “Done”, use a Single Select field.
- Use Checkbox fields for clear switches. Do not use them for notes, reasons, or explanations.