Looking for an easy way to stay organised and never forget a step? Your Opportunity Checklist Tasks are here to keep you organised, focused, and stress-free. Here’s a simple, step-by-step guide to setting them up and managing them like a pro.

Opportunity Checklist: What It Does

Creates checklist tasks automatically when you create an opportunity.
Lets you edit, reorder, and assign tasks so your workflow makes sense to you.
Helps you avoid duplicates between different opportunity types.
Makes it easy to track progress with notes, history, and bulk actions.

How to Set Up Your Checklist Tasks

Head to Settings → Inventory Configuration → Product Opportunity Types.
Choose the opportunity type you want to edit.
Click into it and hit New Step.
Enter a task title and click the blue tick ✅ to save.

Quick Commands:

Pencil: Edit the title.
Tick: Save the title.
Cross: Delete a step.
Arrows: Move tasks up or down.

💡 Pro tip: Don’t forget to click so your changes stick!

Auto-Creation Magic

Once you’ve set up your checklist tasks, the system will create them automatically whenever you create an opportunity of that type.

🔍 Duplicate Check:

If an opportunity has multiple types, the system checks for duplicates.

To ensure a task doesn't appear more than once, make sure the name of the checklist task is identical across all relevant opportunity types (e.g., "Mobile" and "Broadband").

For example: If both Mobile and Hosted opportunities include a task named "Perform Credit Check," it will only appear once on the checklist.

Managing Checklist Tasks

Hold 🤚 to drag and drop tasks between To Do, Doing, and Done.

✅ When a task lands in the Done column, you’ll see a green date showing exactly when it was completed.

Actions in Checklist Tasks

Use the Notes feature to log progress.

Click History to see updates.
Arrows: Collapse or expand checklist task details for a cleaner, easier view.
Pencil: Edit individual task details (Task title, Due date, & Owner).
Checkbox: Select or deselect all tasks for bulk action or perform a specific action

As it reads, it allows you to select multiple tasks at once and deselect them.

You can complete the following actions :

Delete selected tasks
Complete selected tasks; once selected tasks are completed, they automatically move to the 'Done' column
Refresh the Task list

Bulk Actions to Save Time

Click the burger icon to take action on multiple tasks at once:

➕ Create: Add a new checklist task.
- By default, the task will be titled “New Item”, the date🗓️ will be set to the day it’s created, and the owner will automatically be the person who made it (e.g. Melanie Lenon = ML).
- ✏️ Don’t forget to update these details by clicking the Pencil icon.
Filter: By only your tasks
👤 User: Bulk-assign owners to selected tasks.
- Select the User → Assign → Refresh icon ,
- Use the checkbox to select specific tasks and not all.

Date & Time: You can either type the date in DD-MM format (e.g. 09/10) and it will default to 00:00, or pick both the date and time using the calendar/clock selector.
🔘 Toggle: Select or deselect all tasks for bulk action.

📚 Checklist Task Stacks

Task Stacks help you see:

Checklist Tasks due today, this week
Overdue tasks you need to catch up on

With bulk actions built in, you can keep everything updated.

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.

Working with opportunity Checklist tasks