For the complete documentation index, see llms.txt. This page is also available as Markdown.

4.5 - Create a checkbox column

Use checkbox columns to track final approval status for budget data in a planning sheet. Checkbox columns provide a simple way to indicate whether a plan has completed the approval process and help track approval status directly within the planning sheet.

  1. In the Planning ribbon, select Insert Column > Checkbox.

  2. Enter Final Approval as the column name and select Create.

  3. Select the checkbox to mark or clear approval status.

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