Are there any tools or add-ons available to help me create reusable checklists in HubSpot? Is there any tools or add-in’s that I can use to create reusable checklists? Moderator Note: this post was reviewed for relevancy and optimized for clarity on October 24, 2025. Thank you for your contributions to the HubSpot Community!

Hi @06198, Depends on how exactly you’d like to use them but HubSpot has a little-known checklist tool built-in: Manage onboarding to-do lists with checklists You can create project ( = checklist) templates. Hope this helps!

Hi @Marie_ and @06198, Thank you for reaching out to the Community! - You can create a sequence of tasks related to a deal, which can be checked off as completed. These tasks can be associated with the specific deal and will show up in the record’s activity timeline. - You could use playbooks: it let you embed interactive guides/checklists within records, and you can check items as you go. I also found for you this similar post “Checklist” where the solutions from @karstenkoehler and @Jigar_Thakker might help you. I’d like to also ask some of our Top Experts to join this discussion: Hi @karstenkoehler, @Jnix284 and @Josh do you have suggestions to help @Marie_ , please? Thanks a lot and have a lovely day! Best, Bérangère

Is there a way to create a checklist “section” to add to a deal? Basically, a way to check off important steps to close a deal and deliver. Or is using tasks the only way?

@Laura16 - hi, I have the same requirement of adding a checklist of steps to a deal. Just wondering if the projects tool was a viable option and if you could share how you made it work for you? At the moment I am using multiple properties with yes/no responses but the team is not amenable to that solution. thanks!

How can I create reusable checklists in HubSpot for deals and tasks?

CRM & Sales CRM

JMastersonDCS May 8, 2023, 2:42pm 3

Karsten - thank you for raising up this little-known project tool! Very valuable to know!!!

Topic		Replies	Views
Deal checklist CRM	13	22738	March 18, 2020
Checklist Tips, Tricks & Best Practices free	7	10434	April 2, 2025
Create a re-usable task list based on a deal CRM professional , object , tasks , help-desk	2	7642	February 4, 2021
Deal Criteria Checklist HubSpot Ideas object	41	18718	March 1, 2024
Tasks to-do checklist CRM tasks	4	9306	August 28, 2023

How can I create reusable checklists in HubSpot for deals and tasks?

Related topics