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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.

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)

Applying a Checklist to a Deal

  1. Open any Sales or Production deal.

  2. Go to the Tasks tab.

  3. Click + New 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 and time so the task appears in Upcoming.

  • Check tasks off as they're completed.

Tasks without a due date won't appear on the Dashboard or Tasks pages. Set a due date and time and 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.

Related articles

Introduction to Tasks

Understand the Tasks page, categories, filters, and sorting.

Create a Task

Create tasks for reminders and follow-ups linked to deals.

Managing Tasks

Create, edit, complete, and delete tasks in one workflow.

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