Checklist Help Center

Choose task and answer types

A Form or Play template can ask for an answer instead of only a checkbox. Choose the right type of response while preparing the steps.

Set a question's answer type

Menu for choosing a task response type
  1. Open the template editor and select a task.
  2. Open Answer, then Answer type, and choose a response such as text, choice, number, date, file or signature.
  3. Use Answer label and Answer guidance to explain what to enter. For Choice, set the labels, colors and order, keep at least two choices, then select Save.
  4. Turn on Require an Answer if a response is needed to complete the task.
  5. Run the template to check how the answer appears.
Choice response settings with editable options

The circled help icons explain the settings and open the related guides. Switching tabs keeps unfinished choice edits; select Save to apply them.

Match the question to the answer

Use a number for measurements and a choice when answers should come from a fixed list. Availability depends on the template's enabled views. Keep answer labels and instructions clear to the person doing the work.

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