> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/tasks/checklists.md).

# Checklists

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.

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

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

{% embed url="<https://www.loom.com/share/f9eaf47f71884794a2ce21beeb0ca7d2>" %}

***

## Creating a Checklist <a href="#h_e4dabaf415" id="h_e4dabaf415"></a>

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.

<figure><img src="/files/qLrp4KMbFv5Kp77vmNUo" alt=""><figcaption></figcaption></figure>

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 <a href="#h_426f8a526a" id="h_426f8a526a"></a>

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.

<figure><img src="/files/keLBWFDGReVY4lEGGjYX" alt=""><figcaption></figcaption></figure>

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.

{% hint style="warning" %}
Unassigned tasks won't appear on the Dashboard or Tasks page. Assign tasks to the correct people so nothing falls through the cracks.
{% endhint %}

***

## Tips for Using Checklists <a href="#h_03b8a02174" id="h_03b8a02174"></a>

* 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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