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.