# Post Sale Task/Checklist

**URL:** <https://community.hubspot.com/t/post-sale-task-checklist/110806>\
**Category:** Dashboards & Reporting\
**Tags:** professional\
**Created:** [July 7, 2024, 11:30pm UTC](https://community.hubspot.com/t/post-sale-task-checklist/110806 "2024-07-07T23:30:51Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![Telboy1984](https://avatars.discourse-cdn.com/v4/letter/t/50afbb/32.png) [@Telboy1984](https://community.hubspot.com/u/Telboy1984)\
**Post date:** [July 7, 2024, 11:30pm UTC](https://community.hubspot.com/t/post-sale-task-checklist/110806/1 "2024-07-07T23:30:51Z")

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Hi there,

When my team switches a deal to Closed Won (makes a sale), I need it to trigger a checklist of items/to do activities that they can tick off.

How do I do this?

Cheers.

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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:** [July 8, 2024, 4:23am UTC](https://community.hubspot.com/t/post-sale-task-checklist/110806/2 "2024-07-08T04:23:12Z")

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Hi @Telboy1984,

HubSpot does not have a dedicated feature for this, unfortunately. Here are some different options you could evaluate.

- Create a [custom multiple checkboxes deal property](https://knowledge.hubspot.com/properties/create-and-edit-properties) where each checkbox option corresponds to a to do. After [placing this property in the left deal sidebar](https://knowledge.hubspot.com/object-settings/customize-record-sidebars), it acts like checklist.
- Once deals hit the closed won stage, use the [‘Create task’ workflow action](https://knowledge.hubspot.com/tasks/create-tasks#create-tasks-using-workflows-professional-and-enterprise-users-only) to create tasks for each to do. These tasks would not be part of a task list or associated in any way, they would float around individually, making it hard to see how much of a list was completed.
- Consider [creating a post-sales ticket or deal pipeline](https://knowledge.hubspot.com/object-settings/set-up-and-customize-your-deal-pipelines-and-deal-stages) and use a workflow to enroll closed won deals, then create a record in that pipeline. The pipeline stages / ticket statuses would correspond to one to do. This makes most sense is the to dos are supposed to be completed in order.
- Create a note at the top of the deal (either automatically via workflow, this can be done with free apps from the HubSpot app marketplace, or manually, using [snippets](https://knowledge.hubspot.com/conversations/use-snippets)). You can [pin this note](https://knowledge.hubspot.com/records/pin-an-activity-on-a-record) to the top of the deal. The deal owner would use this as a pinned text field to update their progress through this to do list.
- Consider dedicated third-party solutions that integrate with HubSpot and specialize on post-sales, such as [Arrows](https://arrows.to/) or [planhat](https://www.planhat.com/).

Best regards!