Checklist Filter | Voters

Checklist Filter

Gady Margalit

It would be very helpful, if we could filer a table with Checklist.AssigedTo =me and Checklist.Status=opened.

and sort iy by the Checklist.duedate.

May 20, 2024

Nate Montgomery @ SmartSuite

Merged in a post:

Checklist field: access to its assignee and due date

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

October 14, 2024

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?

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?

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