# Checklist **URL:** \ **Category:** Tips, Tricks & Best Practices\ **Tags:** free\ **Created:** [August 25, 2023, 3:24pm UTC](https://community.hubspot.com/t/checklist/88346 "2023-08-25T15:24:11Z")\ **Posts on this page:** 8\ **Page:** 1
**Author:** ![JTardif1](https://avatars.discourse-cdn.com/v4/letter/j/3bc359/32.png) [@JTardif1](https://community.hubspot.com/u/JTardif1)\ **Post date:** [August 25, 2023, 3:24pm UTC](https://community.hubspot.com/t/checklist/88346/1 "2023-08-25T15:24:11Z")
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 ---
**Author:** ![TomM2](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/tomm2/32/70887_2.png) [@TomM2](https://community.hubspot.com/u/TomM2)\ **Post date:** [August 25, 2023, 3:38pm UTC](https://community.hubspot.com/t/checklist/88346/2 "2023-08-25T15:38:31Z")
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](https://community.hubspot.com/t5/Releases-and-Updates/Set-Properties-for-Moving-Between-Deal-Stages/ba-p/418262). You could set some custom deal properties to check when something has been done, and set these as required for these specific stages too. ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [August 25, 2023, 3:39pm UTC](https://community.hubspot.com/t/checklist/88346/3 "2023-08-25T15:39:13Z")
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](https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#deal-stage-properties) 2. If you have a Professional subscription and access to workflows, you can use workflows to automatically create tasks: [Create tasks](https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-using-workflows-professional-and-enterprise-users-only) 3. You integrate HubSpot and ClickUp: [Project Management Software with HubSpot Integration | ClickUp™](https://clickup.com/integrations/hubspot) Hope this helps! ---
**Author:** ![Jigar\_Thakker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jigar_thakker/32/63606_2.png) [@Jigar\_Thakker](https://community.hubspot.com/u/Jigar_Thakker)\ **Post date:** [August 25, 2023, 4:27pm UTC](https://community.hubspot.com/t/checklist/88346/4 "2023-08-25T16:27:46Z")
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](https://d2qpr2jzcazej7.cloudfront.net/original/3X/d/e/de7a3f646acef42687fc54dcd004fd6b102b48be.png) 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](mailto:jigar@insidea.com) ---
**Author:** ![JTardif1](https://avatars.discourse-cdn.com/v4/letter/j/3bc359/32.png) [@JTardif1](https://community.hubspot.com/u/JTardif1)\ **Post date:** [August 25, 2023, 4:39pm UTC](https://community.hubspot.com/t/checklist/88346/5 "2023-08-25T16:39:37Z")
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? ---
**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\ **Post date:** [August 25, 2023, 4:59pm UTC](https://community.hubspot.com/t/checklist/88346/6 "2023-08-25T16:59:33Z")
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…](https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#deal-stage-properties) > 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…**](https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-using-workflows-professional-and-enterprise-users-only) > 3. You integrate HubSpot and ClickUp: [Project Management Software with HubSpot Integration | ClickUp™](https://clickup.com/integrations/hubspot) > > * * * 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. ---
**Author:** ![CPetersen08](https://avatars.discourse-cdn.com/v4/letter/c/7ea924/32.png) [@CPetersen08](https://community.hubspot.com/u/CPetersen08)\ **Post date:** [April 2, 2025, 5:45pm UTC](https://community.hubspot.com/t/checklist/88346/7 "2025-04-02T17:45:42Z")
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? ---
**Author:** ![Jigar\_Thakker](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jigar_thakker/32/63606_2.png) [@Jigar\_Thakker](https://community.hubspot.com/u/Jigar_Thakker)\ **Post date:** [August 25, 2023, 5:19pm UTC](https://community.hubspot.com/t/checklist/88346/8 "2023-08-25T17:19:20Z")
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!