Task Types
Task types extend beyond a simple checkbox for each task, allowing for additional fields of different types. These types can be configured in various ways:
- Per checklist: In the Table view, multiple columns can be defined, each with its own type, and each task gets a column of the defined type.
- Per checklist task: In the Form view, each task has its own type.
- Per template task: When creating a checklist template, a type can be set for each task.
Types, whether columns or fields, are optional; you don't have to set them if not needed.
Note: In the Form view, a column (field) called "answer" is added. This way, you can easily switch from Form to Table view and see all your "answers" in a single column.
The following describes each of the Task Types, illustrated using their Form View format. The Table format is different, but the concept remains the same.
Check
A Check is the simplest type, allowing you to check or uncheck (mark as open or completed).
- In the Form view, only the standard checkbox of the task is displayed:
- In Table View, the column includes a checkbox.
Choice
The Choice type enables the selection of an option from two or more options. By default, two options are created: OK and Not OK.
In Table View columns management or the Template Task Details pane, you can edit different options. See how to manage Choice Options ↗.
Text
The Text type allows you to enter any text in one line:
Long Text
The Long Text type allows you to enter any text in one or more lines:
Number
The Number type limits user input to numbers (whole or decimal):
Date & Time
The Date & Time type lets a user enter a date followed by the time. Click anywhere in the text box:
The Date/Time picker will open (see examples below).
Date
The Date type lets a user enter a date. Click anywhere in the text box:
The Date picker will open:
Time
The Time type lets a user enter a time of day. Click anywhere in the text box:
The Time picker will open:
The Email type lets a user enter a (single) email address:
URL (link)
The URL type lets a user enter a URL (web link):
Note that http:// or https:// at the start of the link is optional.
File (attachment)
The File type lets a user attach one or more files to the task:
The files can be of any type.
Assign
The Assign type lets a user select from a list of team users or the whole team:
