Managing checklists | DealCentre

  • Updated

Applies to: Buyers
 

Icons_Approved.svg How to customize the display and manage categories

Customize the checklist display

You can customize which columns are displayed in the grid.

  1. From within the deal, click Checklists.
  2. Click the manage columns manage columns.png icon.
  3. Select and deselect the columns you want to display.
  4. (Optional.) To pin a column to the left so it is always displayed when you scroll to the right, click the pin icon. The column will be automatically moved to the left.

Manage checklist categories

You can add and delete categories and assign a member of your team to a category. If you delete a category that has items in it, the items are reassigned as Uncategorized.

  1. From within the deal, click Checklists.
  2. From the three dots menu, click Manage Categories.
  3. (Optional.) To add a new category, scroll to the bottom of the screen. In the Create New Category field, enter a name for the category and click the checkmark icon.
  4. (Optional.) To assign a member of your team to a category, in the Default Assignee for the category, select the team member and click the checkmark icon. An email is sent to the assignee with a link to the category.
  5. (Optional.) To delete a category, click the trashcan icon. Click Delete to confirm.

Icons_Approved.svg How to add checklist items

Add an individual checklist item

  1. From within the deal, click Checklists.
  2. Click Create Item.
  3. In the Checklist Item Name, enter the description of the item.
  4. Optionally, enter the category, status, priority, and due date.
  5. Click Create to exit the dialogue box, or click Create Another to create another checklist item.

Import checklist items in bulk

You can import checklist items in bulk by downloading an import template, adding your checklist items, then importing the file.

  1. From within the deal, click Checklists.
  2. From the three dots menu, select Import Checklist Items.
  3. If you have not downloaded and completed the sample import template, click download an import template and add your checklist items to the template.
  4. Click Select File.
  5. Navigate to the file and click Open. A message is displayed indicating the number of items and categories that will be imported.
  6. Click Import.

Icons_Approved.svg How to edit checklist items

Link documents to a checklist item

  1. From within the deal, click Checklists.
  2. Select a checklist item.
  3. In the Linked Documents section in the right panel, click Add.
  4. In the Select Documents dialogue box navigate to the documents and select them.
  5. Click Link Documents

Edit checklist items

  1. From within the deal, click Checklists.
  2. Select a checklist item
  3. To edit the check list item text, hover over the text and click the edit icon beneath the text. Make changes and click Save.
  4. To update status, priority, due date, and category, select the appropriate options.

Delete checklist items

  1. From within the deal, click Checklists.
  2. In the row of the item you want to delete, click the three dots menu in the Actions column and select Delete.
  3. Click Delete Item to confirm.

Split checklist items

Splitting a checklist item lets you create a new related item and edit the original item at the same time.

  1. From within the deal, click Checklists.
  2. In the row of the item you want to split, click the three dots menu in the Actions columns and select Split Item.
  3. Make changes as necessary to the original item, and the new item.
  4. Click Split Item.

Icons_Approved.svg How to export the checklist

Export the checklist

  1. From within the deal, click Checklists.
  2. From the three dots menu, select Export. The checklist is downloaded as a Microsoft Excel file.

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