Ability to copy items in checklist field and paste into anther
in progress
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Patrick
Jon Darbyshire If you have one, I would love to know where in the roadmap this feature might be.
Having the ability to have a checklist created in one application and using an automation to create a record in a different application with that same checklist is massive.
I have found that because this isn't possible that I have avoided using checklists in many scenarios that a checklist would be ideal.
For example:
In media queue multiple people will give instructions or collaborate on a record, when it is ready to be ordered it is sent to media tasks, because checklists can't be transferred we don't use them
Another scenario is we will have a record that is in the idea planning stage, when it is ready to go to the task stage a task is created, we don't use checklists because the items can't be transferred.
This is common throughout almost every application we have. Only in automations creating bulk records with preset checklists can we actually utilize checklists.
Nate Montgomery @ SmartSuite
Fabio Vitorino
We already have a solution for this case, I'm having a lot of problems due to the lack of this improvement
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Tim Yewchuk
We do this with Trello where we can even copy items from a set of rows in a spreadsheet and it automatically converts to checklist items. We have a planning template spreadsheet we use, and this makes it super easy.
Abdullah Alattas
Any Updates on this issue, we've like 40 entries on our checklist
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Thomas B
Jon Darbyshire I wanted to check in and see how this is progressing. I have a work around with automations but its takes time to set it up. Sometimes I want to just copy the checklist instead of creating a new field. Creating an automation making the checklist again so on and so forth.... Any updates?
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Tony Davis
This would be awesome. It there an update? Jon Darbyshire Thanks.
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Carlos Cheng
This feature will be useful. One possible implementation which can cover a broader scenario (not just checklist, although checklist is the most common need) is to adopt the concept of field library aka field template. When you create a column field type, you have the option to create the column from scratch, or fetch from your field template library (the custom field with parameters you had created and set before). That way you don't have to retype the field parameters again. Some platforms use this concept and it works very well. The benefit of such is when you need to update the parameters later on, you don't have to update all the Apps which you have used this checklist for example. You just need to update the field template.
For example, supposed you create a checklist for selecting Regions. Initially you may have 5 regions. But then you need to add the 6th Region. If you already have 20 Apps using this Region checklist, you will need to update each of these 20 Apps if there isn't a field template you can centrally update and fetch from.
Loic LeMener
I have this issue when I create an automation to copy a "template" record to create an active "task" record. I'd like the option to copy a full checklist from my template record but I don't think this is possible currently. The same with subitems. thanks!
Jon Darbyshire
in progress
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