Looking for a seamless way to manage post-sale fulfilment and ensure your team never misses a provisioning step? Sales Order Checklist Tasks keep your post-sales workflow organised, focused, and stress-free. Here’s a complete guide to setting them up and managing them like a pro.
Sales Order Checklist: What It Does
Generates steps automatically when items from specific product sub-categories are added to a sales order.
Prevents duplicate tasks across multi-item orders using smart background checks.
Simplifies status tracking with drag-and-drop columns, progress notes, and complete activity histories.
Saves time with powerful bulk actions, reassignments, and centralized task workstacks.
How to Set Up Checklist Tasks for Product Sub-Categories
Checklists are configured per product sub-category so provisioning tasks only trigger for the exact products purchased.
Go to Settings → Inventory → Manage Categories.
Expand the Base category (e.g., Mobile) and click the relevant Sub-category name (e.g., EE Business).
Open the Sales Order Check List Steps tab.
Click New Step, enter the task title, and select a default Assignee (Customer Owner, Sales Order Owner, or Sales Order Connector).
Click the blue tick ✅ to save.
Quick Commands: 
Pencil: Edit the title or assignee.
Tick: Save changes.
Cross: Delete a step.
Arrows: Reorder tasks up or down.
💡 Pro Tip: Don't forget to click Save at the bottom of the configuration page so your changes take effect!
Auto-Creation & Duplicate Check of Checklist Tasks
Once configured, tasks generate automatically as items are added to a sales order.
Duplicate Check:
If multiple items on an order trigger the same checklist task, the system prevents duplicate steps. A task will not be added a second time if:
The new task shares the exact same name as an existing task on the order.
The existing task is still open (in To Do or Doing).
The task has the same default assignee configuration (Sales Order Owner, Sales Order Connector, or Customer Owner).
Managing Sales Order Checklist Tasks
Hold 🤚 to drag and drop tasks between To Do, Doing, and Done.
When a task lands in the Done column, a green timestamp appears showing exactly when it was completed.
Task Actions: 
Notes: Click to log progress notes directly on the task.
History: View a full audit log of updates made to the task.
Circle: Checklist not completed; It will have a tick when completed
Arrows: Collapse or expand task details for a cleaner view.
Pencil: Edit individual task details (Task Title, Due Date, and Owner).
Checkbox: Select tasks individually to run bulk actions.
Bulk Actions to Save Time 
Click the burger icon (≡) in the top-right corner to manage tasks in bulk:
➕ Create: Manually add a new checklist task (defaults to “New Item”, assigned to the creator with today's date). Update details via the Pencil icon.
👁️ Filter: Switch view between Only My Tasks and Everyone.
👤 User: Bulk-assign owners across selected tasks.
🗓️ Date & Time: Set due dates in
DD/MMformat (defaults to 00:00) or use the calendar selector.
Checklist Task Stacks
Track all your post-sale actions across every order in one place. Task Stacks help you highlight:
Tasks due today or this week.
Overdue tasks requiring urgent attention.
Using built-in bulk actions within Workstacks, you can reassign, reschedule, or complete post-sales actions without opening each sales order individually.
Opportunity vs. Sales Order Checklists: Which one should you use?
Checklists should exist where the work naturally takes place, split cleanly by whether the task happens before or after a quote is signed.
Opportunity Checklists generate on the Opportunity when it is created. These are strictly for pre-sales tasks needed to prepare and win a quote (e.g., gathering user counts, site surveys, or technical requirements).
Sales Order Checklists generate automatically on the Sales Order once a quote is signed and the deal converts to Won. These are for post-sales provisioning tasks (e.g., hardware dispatch, tariff activation, or network porting).
How Open Opportunity Tasks behave when a deal closes:
Marked Lost: The system prompts: "You are marking this opportunity as Lost. Do you want to mark any open checklist tasks as Completed?" Selecting Yes closes them automatically; selecting No leaves them open under the user's name for due diligence or follow-ups.
Marked Won: Any pending Opportunity Checklist tasks remain open and assigned to the user. They will continue to sit in the user's personal Checklist Task Workstacks until manually completed.
Why this structure makes the most business sense:
Right Tasks at the Right Time: Post-sales provisioning checklists in The Layer are triggered by specific item sub-categories (e.g., Mobile > EE Business). Placing these steps on the Sales Order ensures provisioning checklists only load for the exact items actually purchased.
Clean Stage Ownership: Pre-sales effort stays on the Opportunity; post-sales fulfilment stays on the Sales Order.
Salesperson Workstacks: If a salesperson needs to complete a post-sales action (like a welcome call or account handover), that step lives on the Sales Order and flows seamlessly into their personal Checklist Task Workstack alongside their other open actions.
👉 Recommendation: Use Opportunity Checklists exclusively for pre-sale requirements to get the quote signed, and let Sales Order Checklists handle all provisioning and post-sale steps once the order is generated.