Checklists are great for many things and they are essentially simple. Checklist items are contrary to reminders for all workspace members always public, either done or not done, and if needed, they can have a single assignee or a due date.
Using a checklist field, you can break down a record's work into smaller parts or sequences and organize them further via Drag & Drop.
💡 THIS ARTICLE COVERS
Add a checklist field to an app
Create, edit, delete or complete checklist items
Manage your checklist items
Display and manage checklist items in your focus
Display checklist item count on views
Use case for checklist items
Add a checklist field to an app
All control in your hands. As its own field type, it's even more powerful, because it's not only an own static section in Tape. Easily decide in which app a checklist field is helpful, add it and place it in the best position for you, even if you add more than one checklist field to an app.
Field type settings
Show checklist items in focusHide completed checklist items- to see completed click on the buttonShow completed
Create, delete or complete checklist items
To create:
Click the
Addbutton and type the name of your checklist itemOnce a checklist item is created - a new one can be created by clicking in the name of any checklist item and click on your keyboard enter key
To delete
To delete without marking it as completed, tap
Deleteat the three dots menu at the end of every checklist itemOr delete the name of the checklist item, if the name is empty click one more time "backspace" on your keyboard
To complete:
To mark a checklist item as completed, tap the empty circle next to it. To see all your completed checklist items on a record, tap the button
Show completednext to theAddbutton.
Manage your checklist items
Set a due date
Add an assignee
Add details
Drag & Drop checklist items to reorganize
Show or Hide completed checklist items by clicking the button
Show completedorHide completed
Display and manage checklist items in your focus
Once a checklist item is created and you are add as assignee you can manage your checklist item from your focus. Edit, set a due date, change the assignee, add details or mark as completed directly from your focus.
💡 Don't forget to activate the field type setting Show checklist items in focus.
Display checklist item count on views
You can easily identify if a record has incomplete checklist items along different views in Tape, like board, list or table. Look for the checklist item count icon:
Board view
List view
Table view
Use case for checklist items
Subtasks
Step by step instructions
Ready-made checklists
💡 Recurring: Duplicate a record with the checklist items or save the checklist items with record templates to increase your productivity even more.