Checklists

Create reusable task checklists to standardize workflows and apply them to deals in your Sales or Production pipeline.

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.

Important: this feature requires the paid Operations add-on.

Use checklists to standardize your workflow — whether that's a pre-job walkthrough, a production handoff process, or a post-job follow-up routine.

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Creating a Checklist

1. Click the person icon in the top right and choose Account Settings.
2. Go to Checklists.
3. Click + New Checklist.
4. 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)

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Applying a Checklist to a Deal

1. Open any Sales or Production deal.
2. Go to the Tasks tab.
3. 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.

Unassigned tasks won't appear on the Dashboard or Tasks page. Assign tasks to the correct people so nothing falls through the cracks.

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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 core or team user will show up in their Dashboard task view.

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