# Checklist

**URL:** <https://community.hubspot.com/t/checklist/88346>\
**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:** 1\
**Showing post:** 6

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**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")

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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.

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