Checklists
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G J
Almost all businesses have checklists. A typical cleaning business has to deal with at least 10-15 different checklists and likewise the other home-services businesses - one of the use case is to have them so staff can complete jobs and mark as done each checklist that's on the end customer's name.
It's quite useful to have them as a sub-feature in GHL mapped to the Organisation, or similar to tasks perhaps? Access in mobile app will be immensely useful if this feature can be made available.
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Mike Sole
Yes would be great everytime the checklist is updated the client can get an update. Especially onboarding, whats outstanding from clients how far you are with a design etc. Or a specific project / proposal with a clients what done whats oustanding and the notes at each stage in the process which can be sent as a weekly update automatically, will be a game-changer!
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Marko Ivkovic
Really looking forward to the upcoming Checklist feature — this could be a game-changer for managing recurring processes, onboarding, and task control directly inside GHL.
Does anyone know when we can expect it to go live, or if there’s a beta already in testing?
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Jodee Peevor
These checklists need to be able to be pushed inside snapshots please :)
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Sales & Marketing
marked this post as
planned
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Ryan Drake
Sales & Marketing Will this include ability to trigger automations based on checklist item completed?
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Jodee Peevor
Ryan Drake You can already
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Sales & Marketing
marked this post as
under review
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G J
Sales & Marketing: Have a look at one of the vendors in the market who has this feature.
It'll work great if we can create jobs and assign staff (both manually and automatically).
(Need this feature asap btw! ☝️)
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GJ
Sales & Marketing, RevEx Group & Core Platform: Also need a web interface for managing information in lists and tables - that can be used for pricing tables and various other purposes.
Further make the information available in Workflows for math or other data operations and also sync to Google spreadsheets if required.
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Andy Shaw
Yes please
Brandon Cody
yes, please add an estimated feature as it’s absolutely imperatives