Add a checklist to a dashboard

When you add a checklist to a dashboard, the component contains a list of all checklists that you can access, but you can use filters to narrow down the list.

1. Go Dashboards > All and select the dashboard.

   Or to create a new dashboard, select Add (circle) next to Dashboards.

2. On the dashboard, select Add to add a new component.
3. In the Component type field, select Record.
4. In the Component field, select Working checklist.
5. Enter a Component title. This is the title that will appear on the dashboard.

6. Under Record details, select the fields that will appear on the dashboard.

7. Select the Sort option for the field that you want to sort by.

8. If you selected the Filter checkbox for any fields, select an operator and enter a field filter.

   Example

   You've set up the following checklist statuses: Not Started, In Progress, Done. To list the checklists that are In Progress on the dashboard, enter the following selections:

   • Field filter operator: Equals

   • Field filter: In Progress

9. Select Save.

After you've added the component, you can select View all to open the checklists page.