Feature Requests

Checklist fields should have the option to hide completed/checked tasks.

When automations update or complete checklist items, SmartSuite notifications currently display only the first checklist item’s description—even if multiple checklist items are triggered. As a result, users receive several identical-looking notifications and cannot tell which checklist item each notification refers to. Problem For checklists with multiple items (e.g., 6 items), an automation may complete or reveal several items at once. However: Every notification shows the same description (the first item in the checklist). When multiple items are completed, the notifications appear duplicated in the initial email notification. Enable SmartSuite automations to display each of the specific checklist item’s description when sending a notification. So if there are n number of unique descriptions they should show it in the email as unique. Or instead of having multiple notifications have the whole list as one notification as it is one checklist field. Example: If I have a checklist field with Task 1 Task 2 Task 3 Task 4 Task 5 In an automation, I want to see Task 1, Task 2, Task 3, and etc. mentioned in the email notification or have it all as one email if its all part of the same checklist in automation. Currently I will only seek Task 1 repeated 5 times in an email notification prompting myself and others to think that its a duplicate notification when in fact it is not.

I'd like to have a checklist that can be duplicated elsewhere when I run an automation. (ex: run process >> copy checklist into new task)

We sometimes have two or more people who need to work together to complete a checklist item and it would be nice to be able to assign multiple team members to a single item

Make the checklist due date and assigned available to be searched on. I want to check that due date daily and highlight upcoming and over due tasks

When opening a record, it would be very convenient to be able to move a checklist item from one checklist field to another checklist field. This is possible in Trello and very convenient.

Creating templates from default checklists would allow us to use that checklist in any APP. Templates should be global.

This is a thought/ question I have found myself adding a checklist field and during the creation process also adding defaults. Upon it being created no defaults show up on existing records. It would be nice to have that option. I could see how if something was added to an existing system and all of a sudden previous records all had unmarked checklists that could also be annoying, but having that as an optional preference would be cool. Low priority

Since we have the ability to have sub-task in the checklist and assigned sub-owners and dates, would be good if we can also allow a filter view filtering the assignee of the sub-task. Currently we can only filter based on the owner of the whole task.

If I have 22 checklist items, and the parent task gets completed before all checklist items are completed, it would be time saving to have all checklists items resolved vs manually checking them one by one. This could be done in Automation or as a separate feature. Be able to select which Status field to tie to (as we may have multiple on a record) let it be optional (similar to how we have control on which assignment to show in MyWork)