Checklist Filter
Nate Montgomery @ SmartSuite
Merged in a post:
Checklist field: access to its assignee and due date
J
Jos Trehern
The Checklist field allows you to set a due date and assign it to someone. It would be great to be able to filter/group by the assignee or sort on due date etc
Jon Darbyshire
Hello Jos Trehern! I have a few more questions for you:
- Can you provide examples of how you would use the filter/group by assignee feature in your daily workflow?
- What specific information are you looking to sort by within the due date?
- Are there any other features related to the Checklist field that you would like to see improved or added?
J
Jos Trehern
Jon Darbyshire
- Within the solution be able to view outstanding checklist items by assignee and/or due date.
- Assignee and possibly by other fields within the table.
- Nothing I can think of just now.
Jon Darbyshire
Hey Gady Margalit, thanks for your feedback! I have a few more questions for you:
- Can you provide more context on how frequently you would use this filter and sorting feature?
- Are there any other criteria you would like to filter or sort the checklist by?
- Would you find it useful to have the ability to save your filter and sorting preferences for future use?
G
Gady Margalit
Jon Darbyshire
Whenever I use a checklist to assign tasks to users, there are a few forms that initiate a process requiring multiple people to provide their approval. To streamline this, I send the approvals to my task view, allowing the approvers to handle all their form-related tasks in a single, centralized location.
It could be useful to filer by the due date as well, not just order by, so can see overdue or