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Columns

Checkbox

Use a Checkbox column for facts that are either true or false, such as Billable, Urgent, or Signature Received.

A Checkbox column stores yes or no. A record is either checked or unchecked.

When to use it#

Use a Checkbox for a single fact that is true or false: Billable, Urgent, Requires Signature, or Safety Check Completed.

Pick a different type when there are more than two answers:

Settings#

SettingWhat it does
Default valueWhen turned on, new records start checked.

Tips#

  • Name the column so that "checked" has one obvious meaning. "Safety check completed" is clearer than "Safety".
  • If you find yourself adding a second checkbox to describe the same thing ("Started", "Finished"), switch to a Status column.
  • In a formula, a Checkbox is read as a Boolean value, so you can use it directly as the condition in IF.
  • A Checkbox can be converted to Text. When you convert Text to Checkbox, you can choose to set any value that can't be read as yes or no to unchecked.

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