🆕 Task list field (formerly Check list)

📢 Info & Announcements
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Use a task list to break the work in a record into smaller parts or share it across several people. Every item works like a task of its own and lives right inside the record.

That is also why the field has a new name. A checklist is usually just a list of items with boxes to check. That no longer describes everything these items can do. So Check list is now Task list.

:books: How to get started

1.) Switch to the new record experience in one of your database apps
· Click the ••• button in the top right
· Select New Record Beta
· Click Set as default for you (all details ➔)

2.) Open any record in a database app
3.) Unlock the record via the ••• menu in the top right
4.) Click the + icon in the left margin whenever you hover over a new line
5.) Select Task list from the field type list

Your existing Check list fields are now task list fields. Nothing to migrate.

:white_check_mark: What stays familiar

  • Complete items
    Click the circle in front of an item to mark it as complete.
  • Set a due date
    Set when an individual item is due. Overdue dates turn red.
  • Assign an item
    Assign an individual item to someone on your team.
  • Reorder items
    Drag an item by its handle to move it up or down.
  • Add a description
    Add more context, instructions or details to an item.
  • See assigned items in Focus
    When an item is assigned to you, it also appears in Focus in the left sidebar.
  • Use more than one task list
    Add as many task list fields to a record as you need.
  • Display options
    Choose how the field is shown in a record.
    • Always show
    • Hide when empty
    • Always hide

:sparkles: What’s new

  • Keep individual items private
    Task list items are public by default, just as before. You can now change the access of an individual item to Private. A private item is only visible to you. When you assign a private item to someone else, it also becomes visible to its collaborators.
  • Set a priority
    Choose between No priority, Urgent, High, Medium and Low.
  • Add files
    Drag and drop files directly into an item.
  • Add clickable links
    Drag and drop a link into an item or simply copy and paste it.
  • Track progress
    The task list header shows how many items are complete.
  • Search the task list
    Use the search box at the top of the task list to find an item without scrolling through the entire list.
  • Sort items
    Sort by Manual, Status, Priority, Access, Title, Due date, Assignee, Last edited on or Created on. With Manual, you can arrange items using drag and drop.
  • Keep completed items out of the way
    Choose how long completed items remain visible: Past day, Past week or Past month. You can also Show all or Hide all completed items.
  • Filter by assignee
    Show items assigned to Anyone, Myself or a specific person on your team.
  • Choose what appears in the list
    Pick which details appear directly on every item. Select Hide all to return to a simple list of titles.
  • Set the default for everyone
    As an admin, select Default for everyone to save the current filters and display settings as the default for your team. Each user can change these settings for their own view. To return to the team default, they can click Reset.
  • Display options
    Two new options for how the field is shown:
    • Show after creation shows the field after the record is created.
    • View only keeps the field visible but not editable.
  • Style settings
    Adjust the label display and size, placeholder, tooltip, field icon, and more. The full style system is available for the task list field.
  • Default value
    Pre-fill new records with a task list item. Set its Status, Priority, Title, Description, Due date and Assignee.
  • Top and bottom description
    Add helper text above or below the field, such as instructions, context, or hints for people filling out a form.
  • Field access (Premium plan feature)
    Restrict who can view or edit the task list field.
  • Rules (Premium plan feature)
    Show or hide task list fields based on other field values.
  • Rearranging task list fields
    Use the ⋮⋮ handle next to the field label to drag and drop task list fields. Reorder them, move them around the record, or place them into different columns.
  • Select multiple task list items
    Select several items with your mouse, then delete them or drag them to rearrange them.

:link: Start with a template

See a few ready-made examples of how task list fields can be used, then make them your own.

Duplicate the :point_right: template workspace.

Happy building.

3 Likes
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Unbelievably fresh. :star_struck: :heart_eyes:

1 Like
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so so SO excited for this and the possibilities it now unlocks. Great job!