Add a checklist to a page

The Checklist component in Zapier Interfaces allows you to create a to-do list that can be updated by visitors and stored in a table. It uses Zapier Tables to populate your list items.

 

Pre-requisites

Your table must have at least one of each field type:

• Text
• Checkbox
• (Optional) Dropdown
• (Optional) Date

 

Add a Checklist component

To add a checklist to a page:

1. From any interface page, click the plus sign + at the bottom of the page. A new dialog box will open.
2. Search for and select the Checklist component.
3. Search for and select your table.

Set up the table for your checklist

Decide which table components to use in your checklist.

• Task name field: Select a Text field that will be the name of each checklist item.
• Checklist field: Select a Checkbox field to allow users to mark items as completed.
• (Optional) Due date field: Select a Date field to show a due date for the item.
• (Optional) Label: Select a Dropdown field to add tags to list items in your checklist.

Once you've filled out the fields, click Connect data.

Create a placeholder checklist

You can add your Checklist component as a placeholder in your interface by clicking Add without data. Users will not be able to use your checklist until you select a table in the Data tab of your Checklist component. 

 

Edit your checklist

After creating your Checklist component, you can update it at any time.

1. Hover over or select your Checklist component on your interface page. An Edit button will appear.
2. Click Edit. The left sidebar will open.

Content tab

This tab controls what a user can see and do with the checklist. You can sort items by a date or a text field and add a header that will appear at the top of the checklist.

Next to any of the following fields, click the toggle switch to turn it on or off. When enabled, users can:

• Create: add new list items.
• Edit: update existing list items.
• Delete: remove list items.
• Search: look for list items.
• View details: see additional info about list items.
• View completed: see which list items are finished.

Detail fields allow you to select which fields users will see on the checklist and rearrange the display order. The list item name cannot be hidden. 

In the Width field, you can select a width for your checklist:

• Narrow
• Medium
• Wide
• Full

In the Alignment field, you can select where your checklist should be placed horizontally in your interface:

• Left
• Center
• Right

 

Data tab

In this tab, you can change which table is connected to the checklist and which table fields are used. Click any of the available fields to open a dropdown menu and update them.

 

Action tab

This tab lets you create a Zap that will trigger when one of the following actions occurs:

• A checklist item is created
• A checklist item is completed
• A checklist item is updated

To create an action: 

1. On the Actions tab, click Add action.
2. From the Trigger dropdown field, select which action will trigger the Zap.
3. Click Create Zap. A new tab or window will open with your Zap and a pre-filled trigger. 

You can then finish setting up your trigger and add action steps.

 

Show items based on who is logged in

You can filter the items of a checklist based on the user who's logged in. With this feature, a user can only see items that are assigned to them. Learn how to set up a dynamic filter.

 

Provide feedback and get help

You can make a feature request, provide feedback on existing features, and get help from the Interfaces team.