Checklist
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 |
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 |