Checklist
Configuration reference: Lista de tarefas
Overview
The Checklist component provides a task list with checkboxes, progress tracking, and configurable permissions. Each item in the checklist can be checked off, and the component tracks overall completion as a count or percentage.
Use it for subtasks, quality control checklists, approval steps, onboarding processes, or any set of items that need to be tracked individually.
Managing items
Default items
Pre-configure a set of items that appear automatically when a new record is created. Each default item has a description.
Permissions
Control what users can do with the checklist:
| Permission | Description |
|---|---|
| Allow add | Users can add new items to the list |
| Allow edit | Users can modify item text |
| Allow remove | Users can delete items from the list |
| Allow check | Users can mark items as complete/incomplete |
The checklist dialog
In the table, kanban and calendar, the checklist pill opens a dialog with the full list:
- Header: the column name, the progress ("2 of 5" with a short bar) and the Import from Excel and Export to Excel buttons. On a phone both buttons move into the ⋯ menu. On a read only column the header shows "Read only" and import is hidden; export is always available.
- Add row at the top: type the task and press Enter (or Add). The calendar icon inside the field gives the new task a due date, and Group creates a group from the typed text. The row only shows with the Allow add permission.
- Groups as sections: each group has a collapse arrow, an editable name, its own count, a + Task button and a ⋮ menu with Rename and Delete group (deleting a group keeps its tasks).
- Task rows: checkbox, title and, on the right, the due date, assignee, priority and required mark. The row ⋮ menu shows on hover (always on touch) and holds required, priority, weight and, last, Remove item.
With no tasks the dialog shows "No tasks yet" and the add field is ready to type. Changes are only stored when you press Save.
Progress display
| Setting | Options |
|---|---|
| Value type | Count — displays as "3/10" (completed/total) |
| Percentage — displays as "30%" | |
| Visual mode | Value only — shows the text counter |
| Progress bar — shows a visual progress bar with the value |
In different views
| View | Display |
|---|---|
| Form | Full interactive checklist — check items, add/remove, see progress |
| Table | Compact progress summary (e.g., "3/10" or progress bar) |
| List/Kanban | Compact progress summary |