Add checklist functionality on Service Tickets

Status: Idea Submitted

It would be of HUGE value to have the ability to add a checklist on a service ticket. I have several use cases:

1. We utilize service tickets to track our product implementations. Because there are way to many steps in our process to have them reflected as a ticket status, it would be great to have the ability to embed a checklist on the ticket to track steps and things that are completed as a part of that ticket.

2. When we are supporting our customers on some issues with a service ticket, there are some known steps that need to be completed with them before the ticket can be closed. It would be great to have a checklist that the user working the ticket could mark things as complete.

Ideally for both use cases, I’d love to be able to have a snippet that would then populate a note on the ticket with this checklist. I was hoping to utilize a work-around by having a snippet that is a pasted Excel grid to update manually with text, but the grid isn’t supported in snippets or notes.

YES PLEASE!

would be great indeed. Any workaround - how to add information (bullets / checklists) to a ticket?

+1

yes please :grin:

Yes! Waiting for this for the longest time!

What kind of ticket management system doesn’t have a checklist? We have to send tickets to Monday to manage them effectively - it’s crazy to have to pay for another tool and ask our team to work between two tools… we pay so much for Hubspot to be lacking this basic functionality.

This would be a fantastic addition. Something which should have been implemented from the start