Activity Title Settings

Instructions for customizing the Activity Title field on an Activated Checklist

Andrew Sutton avatar
Written by Andrew Sutton
Updated over a week ago

You can customize the way that the Activity Title displays for an Activated Checklist. This helps to further clarify how you'd like your team to name the checklist instance as they run it.

To update the Activity Title, select the Settings icon.

On the Activity Title tab there are four fields that you can update.

For this article, we will use the example of an Activated Checklist used for a Purchasing Process.

  • Label Text: what the field is called, the default value is "Activity Title" but it can be changed.

    Ask yourself: What name makes more sense? As the checklist is related to a purchasing process, instead of "Activity Title" we will use "Product or Service to Purchase", to do it:

    • Click on the settings icon (shown above)

    • In the Label Text field add the name listed above. See name guidelines in the prompt shown.

  • Help Text: This is the text that appears when you hover over the question mark icon of the "Activity Title" The default text is "Enter a title that represents the work you are doing"

  • Placeholder Text: the text visible in the field, the default text is "Enter the title of the activity". In this case, we can use text that is similar to what is expressed in the help text

  • Default Value: choose a default title for the instance to be populated each time "Run" is selected. Note: you can use Tokens to prefill information by clicking +Add token to the default value

There are many scenarios for why you'd want to update these fields. The ultimate goal is so that it's clear what the fields are for when using an Activated Checklist.

Update each field with what you'd like to change the content to be. Then click Save.

When you go to "Run" the checklist, it will now display these new values.



This image shows the name of the Checklist Instance originator and the date originated. The next step is to add the information required as per the example.

This is what the completed section looks like. A few dashes were added to make it look better. Now you can click on the Start button to run the Activated Checklist.

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