We love using checklist fields. They are extremely handy and valuable. But one major annoyance that comes up often is that they do not default to the current user as the assignee.
The preferred solution would be to have a setting (either at the field type settings or even App/workspace level settings) that allows us to make checklist items auto assign to the current user if no other assignee name is selected.
When we are manually adding new items in a checklist, we find that ~90% of the time it is a sales rep logging a quick note for themselves to circle back at a future date.
Typing the note and selecting the date makes sense. But it feels like extra work to have to manually select the Assignee field each time. At minimum, 3 manual steps are required.
Step 1 - open the Assignee drop down.
Step 2 - type/scroll to find the correct name.
Step 3 - click to select the correct assignee name.
While those three steps may take mere seconds - they do add up and feel quite annoying every single time.
Users often ask me why it doesn’t just know to select their name for that field.
While we can achieve this with an automation, it is less than ideal to have to go around installing extra automations in so many apps in our system.
We train all users to rely on the Focus area in Tape to see/know what they need to accomplish on any given day. There is dangerous area for important follow ups to be missed when a rep adds something important to a checklist but miss having that item assigned to a name. Then it doesn’t show up in anyones focus list and the due date can easily get missed.
