🔒 This feature requires the paid Operations Add-on.
A checklist is a reusable list of tasks that can be applied to any deal in your Sales or Production pipeline. Instead of creating tasks from scratch on every job, you can build a checklist template in settings and apply it whenever you need it.
Use checklists to standardize your workflow — whether that's a pre-job walkthrough, a production handoff process, or a post-job follow-up routine.
Creating a Checklist
Click the person icon in the top right and choose Account Settings
Go to Checklists
Click + New Checklist
Give your checklist a name and add your tasks
A few things to know when building your checklist:
Due dates and assignees cannot be added at creation — you can set those when the checklist is applied to a deal
You can create as many checklists as you need (e.g. one for Sales handoffs, one for Production kickoff, one for job completion)
Applying a Checklist to a Deal
Open any Sales or Production deal
Go to the Tasks tab
Click + Add Checklist and select the checklist you want to apply
Once applied, each task from the checklist will appear individually. From here you can:
Assign an owner to each task
Set a due date
Check tasks off as they're completed
⚠️ Note: Unassigned tasks won't appear on the Dashboard. Assign tasks to the correct people so nothing falls through the cracks.
Tips for Using Checklists
Create separate checklists for Sales and Production so each team only sees what's relevant to them
Use a Production checklist to standardize your job kickoff — things like confirming paint colours, scheduling crew, and sending the work order
Tasks assigned to a Sales or Team user will show up in their Dashboard task view
✅ Next Steps: