It is possible to add dates or custom fields to Checklist Items?

Checklists are used to outline and track granular details on Tasks. Out of the box, some of the main included fields on the Checklist Item allow tracking the assigned owner, details, related Task, and completion status. Additionally, Checklists do not include date fields. By design, it is assumed that the assigned dates from Tasks also apply to related Checklist Items.

If you would like to track additional data on Checklists, such as due dates or dependencies, Tasks are a better fit for the purpose. Out of the box, TaskRay Tasks already come with all of those fields and support such functionality.

That said, it is possible to customize the Checklist Item object to include additional fields, such as for tracking due dates. If you decide to go the custom route, it is important to note that the custom fields on the Checklist Item object will not function the same way as the related out-of-the-box field functions on Tasks. In other words, the custom fields can only be used for reference and reporting purposes.

Additionally, while the added custom fields cannot be surfaced in most places within the TaskRay app, there is the option of leveraging the Checklist Item Mini Page Layout. The Mini Page Layout can be accessed by hovering over the Info icon next to Checklist Items within the Task Detail modal. For more information, see the Customize Checklist Mini Page Layouts article.

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