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Customising cards with checklist progress & completion

Customising cards with checklist progress & completion

Besides the field to store the checklist items, you can also create additional fields to store the checklist progress (eg: 100% (6/6)) and the checklist completion (eg: yes or empty). Once you have setup these fields you can display them on grids or on the cards. NEVER CHANGE THE CONTENT OF THESE FIELDS MANUALLY.

  • To add these extra fields, go to the Organization Settings screen (requires admin permission). Click on the Process tab and select the desired process. After that, select the desired work item type.

  • In the work item layout screen, select the Checklist control extension . Click on the Ellipsis button and select the option Edit Control Extension.

  • Select the tab Options and the select a field in the Checklist progress field drop down. The checklist progress will be persisted in this field. Make sure you have created a new "text single line" field beforehand. To create a new field refer to this documentation page.

  • Next, select a field in the Checklist completion field drop down. The checklist completion will be persisted in this field. Make sure you have created a new "text single line" field beforehand. To create a new field refer to this documentation page.

  • If you want to display these new fields in the card, go to the board and click on the Settings icon.

  • In the Settings dialog, click on the Fields tab and then select the desired work item type.

  • Under the Additional fields section, click on the + Field button. Repeat if you want to display both fields.

  • Select from the dropdown the desired fields.

  • Hit Save and close.

  • The selected fields are displayed on the card.

 


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