Can Checklists Be Set at the Board Level for All Forms?

Question

Love the Check List. Is it possible to create a checklist at the "Board Settings Level" So that every form pulls into the board has the same checklist. Opposed to having to manually create a checklist for every individual board. Please add this to the development ideas if this is not possible at this point in time.

I've created a workaround by adding a multiple choice field and labeling it "Checklist" in the Task Fields/Board settings - this works, but just curious - This way you can make multiple selections based on multiple tasks - Colors help differentiate team members who are responsible.

Hi Stephanie,

Regarding your question about creating a checklist at the Board Settings Level so that every form pulled into the board has the same checklist, currently, Jotform does not offer a direct feature to create a universal checklist at the board settings level that applies automatically to all forms connected to that board.

Your workaround of adding a multiple choice field labeled Checklist in the Task Fields/Board settings is a smart approach. This allows multiple selections for tasks and helps differentiate team members with colors, which is a practical solution given the current capabilities.

Boards in Jotform Tables allow you to create custom groups and task fields, but each board's checklist or task fields need to be set up individually. There isn’t a global checklist template that automatically applies across all boards or forms at this time. We appreciate your suggestion to add this as a development idea, and I will make sure it is noted for consideration by our product team.

Reach out again if you need any more help.