The new feature “Add Checklist” has been added to the pipeline stage automation.You can now easily select a checklist, and let automation take care of the rest.
Use Case: Easily simplify and enhance your work management procedures so no items are missed.
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- We’ve introduced a new feature called “Add checklist” under the Pipeline Automation module. This feature allows you to choose a checklist, and the automation will be triggered based on task completion.
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Import the checklist to the deal card through the “Select Checklist” option, and then automation will be triggered based on the chosen checklist.
Note: Automation will only trigger on task completion. Once all checklist items are marked as done, the automation triggers automatically.