Checklist

The Checklist Layout is a list-based layout designed to let users mark items as completed via a checkbox. It offers a simple way to track tasks, steps in a process, or reminders.

How the Checklist Works

When you use Checklist Layout, each record shows a checkbox field. Users can toggle that checkbox to mark the record “done” or “pending.” The checkbox field behaves like any other field, respecting permissions: only users allowed to edit that field can check or uncheck items. Changes show immediately in the list, giving real-time task tracking or status updates.

Advantages of using Checklist Layout include making task lists easy to manage, reducing friction for status updates, and giving a visual indicator of progress. Use cases include onboarding checklists, feature rollout tasks, reminders, or simple to-do lists in projects.

Buttons let you add actions There are Navigation Buttons (linking to other pages), Record Buttons (actions on individual checklist items), and general buttons for the view.

Filter Fields This allows users viewing the checklist to filter by different fields on the fly (for example, by assigned person, priority, or category).

Visibiity The Fields section lets you toggle on or off which fields show in the checklist view (for example, due date, owner, notes). Only show fields that add value to avoid clutter.

Navigation Buttons are buttons at the view level, letting users move to other pages, start forms, etc.

Record Buttons attach to each record (checklist item) and can trigger updates, workflows, or other actions.

Visibility Settings control who can see the checklist view, or parts of it, based on rules (role, record data, etc.).

Header and Actions

The header for a checklist view can include a title, subtitle, and optionally a cover image. You may also include navigation or action buttons in the header area.

Actions are things users can do from the checklist view, such as bulk actions or custom buttons attached to each record or to the whole view.

Navigation

Set the URL path for the checklist page so it is easy to find. Decide whether it appears in the sidebar or if it’s hidden. If the checklist page is commonly used, showing it in the navigation helps. You can also turn on a record count so users see how many items are on the checklist without clicking into the page.

Setting up a Checklist

1. Create or edit a view and select the Checklist Layout as the display option.

2. Pick a field of type checkbox (or add/create one) to serve as the “done / not done” toggle.

3. Ensure the field has the correct permissions so the intended users can update it.

Troubleshooting

Here are issues you might run into when using the Checklist Layout and how to fix them.

1.) Checkboxes are not editable.

Check if the checkbox field has correct edit permissions for that user. If it’s read-only or the user lacks rights, they can’t toggle it 2.) Completed items still show when you expected them to be filtered out.

Make sure your filter criteria properly exclude checked items. For example, filter “Checkbox = false” or “not done” depending on how your checkbox is defined.

3.) Too many records make the checklist long and hard to use.

Use the Limit setting to cap the number of items shown. Combine with sorting so the highest priority or most recent items appear first.

4.) The view is cluttered with many fields.

In Fields or Display settings, toggle off unnecessary fields. Keep only fields that help the user assess or act on each checklist item.