Task Types

Table of Contents

• Check
• Choice
• Text
• Long Text
• Number
• Date & Time
• Date
• Time
• Email
• URL (link)
• File (attachment)
• Assign

Task types extend beyond a simple checkbox for each task, allowing for additional fields of different types. These types can be configured in various ways:

• Per checklist: In the Table view, multiple columns can be defined, each with its own type, and each task gets a column of the defined type.
• Per checklist task: In the Form view, each task has its own type.
• Per template task: When creating a checklist template, a type can be set for each task.

Types, whether columns or fields, are optional; you don’t have to set them if not needed.

Note: In the Form view, a column (field) called “answer” is added. This way, you can easily switch from Form to Table view and see all your “answers” in a single column.

The following describes each of the Task Types, illustrated using their Form View format. The Table format is different, but the concept remains the same.

Check

A Check is the simplest type, allowing you to check or uncheck (mark as open or completed).

• In the Form view, only the standard checkbox of the task is displayed:

• In Table View, the column includes a checkbox.

Choice

The Choice type enables the selection of an option from two or more options. By default, two options are created: OK and Not OK.

In Table View columns management or the Template Task Details pane, you can edit different options. See how to manage Choice Options.

Text

The Text type allows you to enter any text in one line:

Long Text

The Long Text type allows you to enter any text in one or more lines:

Number

The Number type limits user input to numbers (whole or decimal):

Date & Time

The Date & Time type lets a user enter a date followed by the time. Click anywhere in the text box:

The Date/Time picker will open (see examples below).

Date

The Date type lets a user enter a date. Click anywhere in the text box:

The Date picker will open:

Time

The Time type lets a user enter a time of day. Click anywhere in the text box:

The Time picker will open:

Email

The Email type lets a user enter a (single) email address:

URL (link)

The URL type lets a user enter a URL (web link):

Note that http:// or https:// at the start of the link is optional.

File (attachment)

The File type lets a user attach one or more files to the task:

The files can be of any type.

Assign

The Assign type lets a user select from a list of team users or the whole team:

---