Checkboxes columns in list are a versatile tool for marking rows as completed, signalling approval for specific rows, or just simply ticking off things as they get done. This guide provides an overview of using checkboxes, including how to enable them, mark approvals, and maximize their functionality within your lists.
Using checkboxes as approvals for files: Checkbox columns have specific settings that impact how they work. If you're looking to use checkboxes for approvals, make sure it's assigned to a participant and assigned to a file column.
Adding and removing checkboxes
Prerequisites: You need to be a Matter Admin
Note: By default, every newly created row includes a checkbox in checkbox columns
Adding
Hover over the checkbox cell
Press the x icon that appears
Removing
Hover over the checkbox cell
Press the + icon that appears
Approving and unapproving checkboxes
Prerequisites: You need the update permission on the checkbox column
Good to know: You can apply automatic actions to update statuses when checkboxes are approved and unapproved
Approving
Find the row you want to tick
Click on the empty checkbox in the row you want to mark as completed or approved
A checkmark will appear, indicating the row has been marked
Note: Other hidden checkboxes may still be unchecked. So the status may not change after you approve your checkbox.
Unapproving
Click on a checked checkbox to remove the checkmark
This indicates that the row is no longer marked as completed or approved
Dealing with warnings
Prerequisites: You have need the update permission on the checkbox column
If you check a box, and then a new version is uploaded to the file column the checkbox is assigned to, a warning will appear under the checkbox. If you click on the warning, you'll see the versions present when you checked the box, and the current version of each file.
This warning can be dismissed by:
Unchecking the box
Pressing remove warning in the warning modal
Using the bulk edit functionality (see below)
