Knowledge center

|

Usage & Guides

|

Reoccurring checklist

Reoccurring checklist

The recurring checklist is primarily used to create structured lists for tasks such as 5S activities, audits, questionnaires, or other routine checks. These checklists can be scheduled to be completed daily, weekly, or monthly.

The component is linked to a data source that must contain the same number of fields as the number of questions or items you want to include in the list. To create a simple checklist where tasks are marked as completed using checkboxes, the fields in the data source should be of the “boolean” type.

If you prefer to create a checklist where tasks or questions are scored, you can use the “Fields” tab to name each question or item, if this has not already been done in the data source. Here, you can also set minimum and maximum values for each question.

The “Speedometer” and “Chart” tabs provide options to visualize the checklist results through graphs and meters, linked to the scores assigned to each question or item.

Example:

A simple checklist with fields of the “boolean” data type:

checklist boolean

A checklist with fields of the “number” data type:

checklist number

In the settings for the Recurring Checklist component, you select the desired data source and decide whether the data should be aggregated or remain within the selected organization only.

checklist settings - general

Under the “Fields” tab, you can add new fields if they have not already been created in the data source.

checklist settings - fields

Under “Instructions”, you can add descriptions for the checklist, either at the top or bottom of it.

checklist settings - instructions

To activate an associated speedometer, navigate to the tab and select the option “Show speedometer”. Here, you can set both minimum and maximum values and choose the colors to be displayed for specific number intervals.

checklist settings - gauge

The final tab in the Recurring Checklist component is “Chart”. It is activated by selecting the option “Show chart”. In the setting for the number of data points, you can specify how many days should be included in the chart.

checklist settings - chart

Related articles

Free web demo

We can tell you all about Boards on Fire. But it's easier to show you. Our web demo gives you the basics in 30 min.