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Create, Edit and Delete Task Content

One of the most powerful things about our checklists is that you can add content to your tasks using our controls.

There are two types of controls in CheckFlow. Content Controls display information and Input Controls capture input from the user.

Content Controls​

ControlDescription
TextRich text editor for instructions, notes, and formatted content.
ImageDisplay an uploaded image.
VideoDisplay an uploaded or embedded video.
FileDisplay a downloadable file attachment.
Mail-ToA pre-written email that users can send with one click.
EmbedEmbed an external website or tool via an iframe.
SeparatorA horizontal dividing line to break up task content.

Input Controls​

ControlDescription
Short TextA single-line text input.
Long TextA multi-line text input.
E-MailAn email address input with format validation.
WebsiteA URL input with format validation.
File UploadPrompt the user to upload one or more files.
Date & TimeA date, time, or date and time picker.
Drop-DownA single-select list of options.
Multi-ChoiceA multi-select list of options.
Sub-TasksA checklist of sub-items within a task.
MembersSelect one or more team members or groups.
TableA grid of editable cells for structured data entry.
Linked ChecklistCreate a child checklist from within a task.

The controls can be added from the Controls Toolbar located on the right of the Template Designer.

To add a control you can either drag and drop the control from the controls toolbar on to the Task Content area. Or, you can simply click the control on the controls toolbar and it will be added to the task content area.

Depending on the control type, you will have to set up the control for use by setting it's properties. For example, the Short Text control will only need a label to be set, whereas the Drop-Down control wil need a label and the items that will be appear in the drop-down to be set.

Add Controls to Task Content

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