Creating a checklist which can be marked off as a list

[JJonker]

How to create a property that can function as a checklist, in which the non-checked and checked items always will stay visually presented as a checklist, instead of the current multiselct property type which only will summize the checked options? 

[HybitHi]

I'm curious, what is the use case for this? Is this related to deal stage exit criteria?

[JJonker]

Using tickets for receiving, processing customer complaints, which, for example, could also be QA-related quality complaints. If so, certain standard checks need to be done, as a standard process. Then standardized checklists are one of the tools used to enforce a standardized way of handling things, and I would like to implement that right in the ticket setup. 

[karstenkoehler · Accepted solution]

@JJonker have you considered using playbooks for this purpose? https://knowledge.hubspot.com/playbooks/use-playbooks

[JJonker]

No not yet, but it could potentially be useful in this context. However, my company is not on the required license level to make use of the playbooks functionality.

[karstenkoehler]

Hi @JJonker,

There is currently no such feature in HubSpot. The property types that you can find here cannot be configured further to have different display behavior: https://knowledge.hubspot.com/properties/property-field-types-in-hubspot

You could request that this display behavior is changed in the HubSpot Ideas section of the community, reviewed by the product team: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Best regards!

[JJonker]

Followup question on the above; is it then possible to create a standard 'text' property, with an overwritable default text in it? 

[karstenkoehler]

@JJonker you would use a multi-line text property for that. There isn't way to set a default text within such a property in the property settings.

But, using a workflow, you could simply enroll all records who have no value in this field ("is unknown"), then use "Edit record" to set your default value.