Checklist in tasks in Kommo
A widget that will help you better organize and monitor your tasks. With it, you can create a list of actions in tasks and mark items that have already been completed.
configuring the widget
After installing the widget, you need to go to settings
1. Click on Add
2. Next, select the type of task for which you want to create a checklist.
3. If necessary, select a pipeline/stage in which a checklist will be displayed when a lead is received.
4. To create actions in the checklist, click on Create
5. Next, enter the action that needs to be performed
If necessary, click on the "+" and enter another action, you can add an unlimited number of actions.
6.After creating the checklist, you can create a checklist for other types of tasks.
After completing the setup, click on Save.
1. Click on Add
2. Next, select the type of task for which you want to create a checklist.
3. If necessary, select a pipeline/stage in which a checklist will be displayed when a lead is received.
4. To create actions in the checklist, click on Create
5. Next, enter the action that needs to be performed
If necessary, click on the "+" and enter another action, you can add an unlimited number of actions.
6.After creating the checklist, you can create a checklist for other types of tasks.
After completing the setup, click on Save.
Widget operation
When creating a task with a checklist, it will be displayed with a list of actions when opening it.
You cannot complete the task until all the actions in the checklist are completed.
You cannot complete the task until all the actions in the checklist are completed.
