To-dos

Create custom to-do lists for each record

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What is the Todo List field?

It's a field where you can create a to-dos list to track the progress of your work. That way you can always be up to date on how your team is progressing.

You can:

  • Add activities and track their progress with intuitive charts.
  • Replicate to-do lists for all records automatically.
  • Add as many different to-do lists as you want.
  • Create custom to-do lists for each record.
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How to create

To create a Todo List field:

  • On table mode, go to the last table header with a "+", press (F) or click on the "+" on the upper right corner and this will open the field creation page
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  • Just look for the "Todo List" option and click on it
  • Choose the name of your field and if it's required
  • Select the option “Repeat the same checklist" if you want to Replicate the to-do lists for all records automatically. If not, you can just let it unchecked and create individual to-do lists for each record
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📘

You can delete or edit by clicking on the table header name and choosing one of the options

Common use cases

The Todo List field is useful for creating a list to a record with multiple checkboxes. This field shows, in percentage, the progress of checked items:

For example:

  • In a “Project Management” table, it can be used to create a list with tasks of each step of the project development. The field shows the percentage of completion of the list and helps tracking the progress of the development.