Tasks

Checklists in tasks

The widget adds checklists to tasks in Kommo. Until all items are checked, the task button is blocked

Features

Checklists for tasks by type
Linking to pipeline stages
Blocking task execution until full
Customizable checklist items

Installation and setup guide

Detailed guide for working with widget "Checklists in tasks"

Widget setup

After installing the widget, you need to go to settings and click on Add

Next, select the task type or types for which you want to create a checklist

If necessary, select the pipeline and stage in which the checklist will be displayed when the lead enters them

To create actions in the checklist, click Create

Next, enter the action that needs to be completed
If necessary, click "+" and enter another action; you can add an unlimited number of actions

After creating a checklist, you can create a checklist for other types of tasks.
After completing the settings, you must click on Save.

Widget operation

When a task with a checklist is created, a list of actions will be displayed when opening the task card or task window

You cannot complete the task until all actions in the checklist are completed