CRM

MDalrymple
Member

Checklilst

SOLVE

Hello,

 

I am looking to add a physical check list in a task located in the body of the notes area, is that possible?

 

I have attached a mockup of what I am referring to. Screenshot 2024-06-11 161456.png

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Checklilst

SOLVE

Hello @MDalrymple,

 

HubSpot does not support table formatting in task bodies, unfortunately.

 

You could get close by building a snippet that looks like this: https://knowledge.hubspot.com/conversations/use-snippets

 

SPF Authentication [X]
Contact/Groups Uploaded []
Social Media Active []
Compliance reviewed []

 

... adding an X when the item is completed. Now the full list can be added easily via snippet, it's not formatted as a table but it's still possible to tick items off.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Checklilst

SOLVE

Hello @MDalrymple,

 

HubSpot does not support table formatting in task bodies, unfortunately.

 

You could get close by building a snippet that looks like this: https://knowledge.hubspot.com/conversations/use-snippets

 

SPF Authentication [X]
Contact/Groups Uploaded []
Social Media Active []
Compliance reviewed []

 

... adding an X when the item is completed. Now the full list can be added easily via snippet, it's not formatted as a table but it's still possible to tick items off.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes