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Using Checklists in Automations
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Take your workflows to the next level by incorporating Checklist Field Percent Complete into your automation triggers. This feature lets you trigger actions based on the completion status of checklists.

Plan Availability

All plan types

Permissions

Solution Managers or Administrators: Required for configuration

Related Reading


Checklist Percent Complete as a Condition

Automation triggers now include conditions based on the Checklist Field Percent Complete. This allows actions to be taken at specific completion milestones.


Available Checklist Conditions

Here are the checklist conditions you can use in automations:

  • All Items Resolved

    • Triggers when all tasks in the checklist are marked as completed.

  • Not All Items Resolved

    • Triggers when at least one task in the checklist remains incomplete.

  • Percent Complete is Greater Than

    • Triggers when the checklist’s completion percentage exceeds a specified value.

  • Percent Complete is Less Than

    • Triggers when the checklist’s completion percentage is below a specified value.


Checklist Actions

Checklists can also be used in actions - both to create or update records.

You can update the following checklist values:

  • Description

  • Due Date

  • Assignee

Note: If you are performing an update, you can also append options. Select “Append Value” in the action configuration.


Practical Use Cases

1. Task Completion Notification

Scenario: Notify a manager when all tasks in a project checklist are completed.
Condition: Use All Items Resolved to send an email alert when the checklist reaches 100% completion.


2. Midpoint Review

Scenario: Trigger a review process when a checklist reaches 50% completion.
Condition: Use Percent Complete is Greater Than 50% to notify stakeholders.


3. Progress Monitoring

Scenario: Monitor incomplete tasks in a critical checklist.
Condition: Use Not All Items Resolved to send reminders until the checklist is fully complete.


Smart Tips for Success

  • Combine Triggers: Pair checklist conditions with other automation triggers for more dynamic workflows.

  • Set Clear Milestones: Use percentages to define actionable points in your projects.

  • Test Your Conditions: Before activating, test the automation to ensure it behaves as expected.

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