How to Create a Checklist App With Jotform Apps

With Jotform Apps, you can easily create an app that works like a checklist, helping you keep tasks organized and easy to follow. For example, you can build a daily task checklist, an onboarding app for new employees, or even a series of intake forms by adding multiple forms and requiring each one to be completed.

You can also customize the experience by arranging tasks in a logical order, adding instructions or reminders, and guiding users step by step. This makes it easier for teams or users to stay on track, complete everything they need, and avoid missing important steps—all within a single, user-friendly app.

Creating a Checklist App with Jotform Apps

Creating a checklist app with Jotform Apps is quick and straightforward, making it easy to organize tasks and guide users step by step. You’ll just need to do this:

1. In App Builder, click on the Plus icon on the left side of the page.

2. Now, in the Apps Elements menu, under the Basic tab, click on Form. Or, just drag and drop it to where you want it to be on your app.

3. Next, in the Select Forms window that pops up, choose the forms you want to include in your checklist app, then click on Add Forms.

4. To configure a form, click on it and then click on the Gear icon.

5. In the Form Properties menu that opens on the right side of the page, under the General tab, set up these options:
   • Connected Form — This is the form you’ve selected, and you can easily manage it from here. If you need to make changes, just click Edit Form, or choose Change Form if you’d like to replace it with a different one.
   • Form Label —The title of the form displayed in your app, and you can easily update it here if you’d like to show a different name.
   • Form Description — Use this to add a short description or helpful instruction that appears just below the form label, giving users a bit more context before they start filling it out.

6. Then, scroll down to the bottom and continue to set up these options:
   • Show Form — Use this to control whether the form content is visible in your app. When enabled, you can choose to display the form in full height and set how long the Thank You page appears after submission.
   • Element Size — Set this up to determine how large the form appears within the app layout.
   • Shrink —When enabled, the form layout will shrink to half its width, giving it a more compact, side-by-side appearance.
   • Mark as Required — Turn this on to make the form required, so users need to complete it before they can move forward.
   • Mark as Completed — When toggled on, a green checkmark will appear on the form in your checklist app once a user completes it, showing that the task is done. Turning on this option also reveals the Reset the Completed Marking setting, which lets you automatically remove the checkmark at a chosen interval, either daily or weekly.

Here’s an example of how the Mark as Completed feature works after a form is submitted:

7. After that, switch to the Style tab and then set up these options:
   • Element Style — Use this setting to customize the visual appearance of the form element. You can choose the Background Color, Border Color, and Text Color to make the form match your app’s style.
   • Element Background Image — This allows you to add a custom image as the background of the form element.
   • Text Alignment — Use this setting to control how the text appears inside the form element. You can align it to the Left, Center, or Right.
   • Show Icon — Use this setting to display an icon next to the form element. When enabled, you can choose the Icon, customize its Color, and set a Background Color.

8. Finally, click on the Condition tab and then set up the Role-Based Access option to control which users can see or interact with the form based on their assigned roles within your app.

That’s it. Your checklist app is ready to use, letting you organize tasks and guide users while keeping everything on track in one easy-to-use app.

Note

Enabling Mark as Required for two or more form elements also turns on the Progress Bar option in the Settings tab. Once the Progress Bar is active, the Add Restart Button option becomes available, allowing your users to manually reset the checklist app if needed.