How to Add and Update Checklists on Deals
⚠️ PREMIUM FEATURE: Deal Checklists are only available on Premium plans. Upgrade to Premium to access this feature.
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What Are Deal Checklists?
Deal Checklists help you track tasks, to-dos, and milestones for each deal. You can create checklists from templates, add custom items, assign tasks to team members, set due dates with reminders, and link items to documents for automatic completion.
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How to Add a Checklist Items from a Template to a Deal
1. Navigate to a deal detail page
2. Click anywhere in the Checklist component above the activity feed list to open the Checklist slideout
4. Click Add Templates
6. Select one or more templates by checking the boxes
7. Click Add Items
All items from the selected templates will be added to your deal. You'll see a progress bar showing 0/X completed.
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How to Add Individual Items Manually
1. Open the Checklist slideout
2. Click the Add Item button
3. Fill in the item details:
- Item (required) - Enter the task description
- Assigned To (optional) - Select a team member
- Linked Document (optional) - Select a document from this deal
- Automatically complete when signed (optional) - Check if you want the item to auto-complete when the linked document is signed
- Due Date (optional) - Set a deadline
- Send reminder (optional) - Check to enable email reminders
- Remind Before Due Date (Days) (optional) - Enter 1-30 days
4. Click Add Item
Your new item appears in the checklist immediately.
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How to Edit a Checklist Item
1. Open the Checklist slideout
2. Click on the item you want to edit
3. Update any fields (description, assignee, due date, etc.)
4. Click Save
The item is updated and you return to the checklist view.
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How to Complete or Uncomplete an Item
1. Open the Checklist slideout
2. Click the checkbox next to any item
3. The item is marked complete immediately
When completed:
- The item text gets a strikethrough
- Progress bar updates automatically
- "Completed by [Name]" appears below the item
- Any pending email reminders are cancelled
To uncomplete an item, simply click the checkbox again.
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How to Delete a Checklist Item
1. Open the Checklist slideout
2. Click on the item you want to delete
3. Click the Delete button (red, bottom-left of the form)
4. Confirm the deletion
Important: Deleting a parent item will also delete all of its sub-items.
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How to Link Items to Documents with Auto-Completion
Link checklist items to documents so they automatically complete when signed:
1. Add or edit a checklist item
2. Select a document from the Linked Document dropdown
- Only unsigned documents in this deal are shown
3. Check Automatically complete when signed
4. Optionally set a due date and reminder
5. Click Add Item or Save
When the linked document is executed/signed:
- The item automatically marks as complete
- Pending reminders are cancelled
- Progress bar updates
This is perfect for tracking signature milestones!
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How to Set Up Email Reminders
Never miss a deadline with automatic email reminders:
1. Add or edit a checklist item
2. Set a Due Date
3. Check Send reminder
4. Enter Remind Before Due Date (Days) (1-30 days)
5. Click Add Item or Save
The system will send an email reminder to all deal members at 7:30 AM on the reminder day (X days before the due date). The email includes:
- Item description
- Checklist name
- Deal name
- Due date
- Assigned person (if any)
- Link to view the checklist
Note: Reminders are automatically cancelled if the item is completed before the reminder date.
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How to View Checklist Progress
Your checklist progress is visible in two places:
1. Checklist Slideout Header
- Shows "X / Y completed"
- Visual progress bar
2. Checklist Progress Card (on deal detail page)
- Shows progress bar
- Shows "X/Y" count
- Click to open the full checklist
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How to Work with Nested Items
Checklists support unlimited nesting for organizing complex tasks:
- Click the ▼ (chevron down) to expand and see sub-items
- Click the (▸) (chevron right) to collapse
- Parent items can be completed independently of children
- Deleting a parent deletes all its children
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🚀 Upgrade to Premium
Get access to Deal Checklists and streamline your workflow:
- ✅ Apply checklist templates to any deal
- ✅ Track progress with visual indicators
- ✅ Assign tasks to team members
- ✅ Set due dates with automatic email reminders
- ✅ Link items to documents for auto-completion
- ✅ Unlimited nesting for complex task hierarchies