Checklist

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi, I am new to hubspot and looking for a way to incorporate a recurring checklist per deal in the pipeline. This means each deal has a checklist of things that need to get done..before moving on to the next stage within that pipeline.

Is this possible and if so, I am looking for step by step process on how to obtain this.

I have read a lot about different lists, but none of them fit my needs, which I think would be something others would be interested in as well.

Thank you in advance for all your help and advice.

Jamie

2

Hey @JTardif1 there’s no out of the box way to set this for tasks, but you can set properties which are required for deals to move between stages. There’s more info on this here. You could set some custom deal properties to check when something has been done, and set these as required for these specific stages too.

3

Hi @JTardif1,

I see three options here:

  1. You customize the properties that are shown when moving deals from stage to stage: Set up and manage object pipelines
  2. If you have a Professional subscription and access to workflows, you can use workflows to automatically create tasks: Create tasks
  3. You integrate HubSpot and ClickUp: Project Management Software with HubSpot Integration | ClickUp™

Hope this helps!

4

Hey @JTardif1

Yes, it’s possible if you have access to the workflow you can create a recurring checklist per deal stage in HubSpot to ensure that specific tasks are completed before a deal progresses to the next stage within your pipeline.

To achieve this, you can use deal automation and task features.

Here’s a step-by-step process to set it up:

In your HubSpot account you can set up a workflow where you can set the criteria for your deal stages and an action until the event happens like this:

JigarT_0-1692980763113.png
JigarT_0-1692980763113.png1476×823 114 KB

I hope this will help you!

Let me know if you have any follow-up questions. I’d be happy to help.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.
Best regards,
Jigar Thakker
jigar@insidea.com

5

Jigar,
This sounds exactually what I am looking for, however we don’t have access to workflows unfortunately. Is there a work around on this?

6

Hi @JTardif1,

This is what I suggested in my previous reply, here’s the link again:

  1. You customize the properties that are shown when moving deals from stage to stage: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#dea…
  2. If you have a Professional subscription and access to workflows, you can use workflows to automatically create tasks: https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-using-workflows-professional-and-enter…
  3. You integrate HubSpot and ClickUp: Project Management Software with HubSpot Integration | ClickUp™

Without a Professional subscription this is not possible. There aren’t any workarounds either. You have to upgrade or you don’t get the feature, unfortunately.

7

These solutions are SOOOOO complicated though to do. Why isnt there just an easy way to implement a simple checklist of things needing to be completed while working a deal?

8

Hi @JTardif1

I’m glad the workflow-based solution aligns with your needs.

If you don’t have access to workflows in your current plan, I might not be able to suggest any way around on this apart from upgrading your plan that can enhance your operational efficiency and capabilities within HubSpot.

Thanks!