Introduce a 'Checklists' field type option for adding to custom apps

Comments

56 comments

  • David Perez

    +1 for checklist!

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  • Yas Rstm
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  • Michael Holt

    Podio Team - why the deliberation on this?

    The workflows are not the solution, because with a checklist, we want the ability to choose to integrate a checklist into an app, and at the time of creating the item, create the checklist of ingredients. This is not something that can be done on an automated workflow basis.

    Please, it has been two years since this was suggested, and also two years ago, the use-case was acknowledged by Sara.

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  • Kenneth Danielsen

    It's been more than 3 years since this request.

    Amazing how this hasn't been implemented yet - it's clearly something a lot of users need. 

    Being a web developer myself I can't imagine this feature to be that complex to build. It must simply be that this is not a priority to Podio.

    Frankly, I'm a bit disappointed. Not in this request alone, but I've created a lot of requests on my own and commented on others'. I have yet to experience Podio taking any of these ideas to life.

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  • Sebastian Modla

    One more for Checklist. Let's get this going.

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  • Judy Kensington

    Agree, checklists would be fantastic for use throughout the CRM cycle. We're using Categories in a separate app, but it's messy. Cheers

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  • Kyle Cabral

    Podio, I will love you forever if you could please introduce this!

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  • Jonathan Zoch

    We would definitely use this feature also!!!  Any chance of this being added any time soon?

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  • Heidi Rosendall

    The main difference between categories and the checklist is that a checklist would be able to be used "on the fly" and be considered more temporary and less interactive with the other apps. If it could be added to any text field that allows formatting, we could greenlight with it and preserve our thoughts. If it turns out that a particular checklist was becoming a standard or needed linking to other apps, that would be the time to turn it into a category system. I don't want to build an app for the additional custom items or tasks or lists for a single unique job nor turn off the greenlighting function in my brain by building categories when I'm being creative. But if I find I'm making the same list for other app entries also, I would then build it into the system.

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  • Chris Whalen

    I will jump on the band wagon here as well. Perhaps enough up-votes will illicit this feature request?

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  • Sara Høeg Højlund-Rasmussen

    Thanks for the input James! I see the use-case for this :)

    Cheers,
    Sara - Podio

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  • Sara Høeg Højlund-Rasmussen

    No updates I'm afraid. We just introduced new advanced workflows, perhaps they can be helpful to trigger new item creation from your category checklist?

    //Sara - Podio

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  • Charlie Lindstrom

    Hey guys,

    No updates on this as for today but thanks for keeping up the votes and letting us know your use case and feedback. Much appreciated! We hear you and will keep you posted on any news on this here.

    /Charlie - Podio

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  • Daniel Fortescue

    Folks,

    I am one of the many who initially posted a request for this feature. What I've found is that there are some pretty robust ways to implement "checklist" like functionality.

    For procedural checklists (anything process that happens repeatedly, with the same tasks), I would recommend checking out Gobiflow, as Sara has recommended. This allows for, with a little setup, a list of tasks to be created based on a trigger. (An item being created, a task being completed, a comment being left etc).

    One example of how we use this functionality, new employee on-boarding.

    When a new employee starts there is a list of things that must happen for the employee to be properly on-boarded. I have created a workflow in Gobiflow that creates a bunch of tasks and assigns them to the appropriate staff member, every time a new "employee" item is created in Podio. Gobiflow can do much more and is definitely worth checking out.

    For non-procedural stuff (one off), just use the inbuilt task function at the bottom of each item. The tasks can function as a checklist but also display in a list outside of the item.

    When I first started with Podio, I really thought the lack of check lists would be a deal breaker for me. What I have found is that Podio handles checklist a bit differently, which I found to actually be superior.

    Honestly, I have found a bunch of other stuff that is lacking in Podio to be more frustrating.

    • No labels in items / forms (seriously...)
    • No multiple column item layouts
    • No conditional logic in forms
    • No data validation
    • Not being able to add multiple "file" fields
    • No app based user permissions (seriously...)
    • "light" users behind the pay wall (SERIOUSLY...)

    If you really need checklists there are plenty of other PM options but, at the end of the day, no other solution that I have tried can compete with Podio's simple to use interface, flexible database structure and reliability in what it does do.

    Hmm.. I seem to have digressed.

     

     

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  • Daniel Fortescue

    @Patrick Jackson

    I'm pretty sure what you need to do could be done in GobiFlow.

    If you post a the specific requirements, I could probably put together a quick screencast of what you need to do and post it here.

    No promises but it sounds simple enough. It sort of depends on whether you really need "unassigned" tasks, Podio requires that a task be assigned to someone when it is created. This can always be changed later.

    Happy to help.

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  • Michele Bonin

    I think the use of categories could work, but for us, we want to nest our categories. Here is an example of how we'd like to use checklists:

    Print template ready (check box)

    Development website ready (checkbox)

    Proofing (checkbox)

    • Editorial (nested under proofing, but have its own checkbox)
    • Creative Services (nested under proofing, but have its own checkbox)
    • Photo/Video (nested under proofing, but have its own checkbox)

    Color correction complete (checkbox)

    Pages sent to printer (checkbox)

     

    As I mentioned, we don't have a problem using categories for this, but since you cannot nest a category within a category, we are not being able to do exactly what we'd like. Tasks would not really work for us since we need a quick visual on what has and has not been completed.

     

    Here is how it current looks, but we'd actually like to see "Proofing" and all sub-categories appear under "Issue Checklist" between "Development website ready" and "Color correction complete". Does that make sense? 

     


     

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  • Ethan Unzicker

    Podio Team - 

     

    I see there was an Official Comment made on March 30 of this year - the first in a year.

    To respond, from my perspective, to Sara's questions about the functional difference between categories and checklists:

    Don't think of it as adding a WHOLE NEW feature to Podio. Just simply enable users to select more than ONE category at a time. 

    If this were possible, the Category field could be used as a checklist of (ie) materials to be used, steps to complete, departments that have signed off on a project, etc. Currently, to get this functionality, you'd have to add these "categories" multiple times in separate fields.

     

    Let me give you an example from my line of work:

    I work for a MetroPark system. We're looking at paying for a subscription for software (maybe Podio) that will help us track/report work in each of our 26 parks. Ideally, we could create a "Work Performed" item that contained the following fields: Name of Park, Work Performed, Labor Hours, etc....

    For the "Work Performed" field, we need MULTIPLE categories that can be selected because there is a huge variety of work that is performed in a park on a day to day basis from mowing to parking lot maintenance to snow removal, to herbicide spraying, to facility repairs. With the current "Category" functionality, if we have 5 categories of work to be performed, we would need to create 5 separate category fields so that we have the potential for a worker to select all 5 categories for that day's work.

     

    I've looked through quite a few "Feature Requests" and this one is definitely among the more popular and long-standing requests and it seems to have gone mostly ignored and brushed aside. 

     

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  • Jacquelyn May

    Hi Ethan,

    Thanks for your input! We already have the option to select multiple categories in a category field. To enable this, go to the app template (https://help.podio.com/hc/en-us/articles/201019578-Modifying-an-app), then click the dropdown next to your category field. You'll see the option to set it as multiple choice from there.

    Hope that can help :) 

    /Jacquelyn - Podio

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  • Heidi Rosendall

    I want something I can do on the fly (nix categories), see in one spot (nix tasks they are too broken up), and tick off. Later, I might add it into a category system or a workflow of tasks, but first it needs to prove it's worth putting the effort into. I love the idea in a related post of just an extra format in the text window, a bulleted list like the two we have now but one that can be ticked.

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  • Nel Andersen

    Thank you guys for all the ideas! 

    I'll make sure to follow all your comments to our product managers in a form of a product input.

    I will let you know if/when anything changes in that area.

    // Nel - Podio 

     

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  • Felix Lepoutre

    +1 great idea for software dev. apps.

     

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  • Cat Morris

     

    Most definitely need a checklist field type - just like Trello's Checklist would be perfectly fine.

    These are used as punch lists - they are not tasks.

    The easiest way to describe that distinction is with a grocery list...  each item on your grocery list is not a task.

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  • Ethan Giller

    What we've implemented in the meantime is the following work-arounds:

    1) Link to a google doc that has a check list.

    2) Manual checklist, in a text field, that allows for updating, such as:

    [  ] Item 1

    [  ] Item 2

    [ x ] Item 3

    [ x ] Item 4

    [  ] Item 5

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  • Heidi Rosendall

    The Chrome Extension Podio Super Menu now provides an editor for text fields that includes tick boxes.for checklists. Podio Super Menu's main function of quick access to all your apps is worth adding in itself. The Editing function takes you to a secondary window and is not as pretty or functional as something like Word but hey! tick boxes in my text field.

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  • Anna Paparizou

    Any updates here?

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  • Sara Høeg Højlund-Rasmussen

    No updates yet, we're currently looking into improving the CRM use-case for Podio (like email integration etc) but hopefully we will also get to this later this year :)

    //Sara - Podio

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