Managing checklists | DealCentre

Applies to: Buyers

The top of the buyer checklist displays the In Progress, Not Started, Completed, and Total Items widgets. These widgets are updated in real time as checklist items are updated, allowing you to easily monitor the progress of checklist items.

Video - Buyer Checklists in DealCentre

View how to use a Checklist within a Deal in DealCentre to enhance your workflow as a Buyer and promote collaboration amongst your Deal Team.

How to customize the display and manage categories

Customize the checklist display

You can customize which columns are displayed in the grid.

From within the deal, click Checklists.
Click the manage columns icon.
Select and deselect the columns you want to display.
(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.

Filter the checklist

From within the deal, click Checklists.
Click Advanced Filters.
Select the information by which you want to filter and click Apply.
(Optional.) To remove an individual filter, click the x in the filter. To remove all filters click Clear All.

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.

From within the deal, click Checklists.
From the three dots menu, click Manage Categories.
(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.
(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.
(Optional.) To delete a category, click the trashcan icon. Click Delete to confirm.

Assign a checklist item to an individual that is not the category owner

You can assign a specific user to a checklist item that is different from the category owner. If you remove that user as the checklist item owner, ownership is assigned back to the category owner.

From within the deal, click Checklists.
Click the checklist item you want to assign.
In the Assignee field in the right pane, select the person to which you want to assign this item. A notification email is sent to the assignee letting them know they were assigned to an item.

How to add checklist items

Add an individual checklist item

From within the deal, click Checklists.
Click Create Item.
In the Checklist Item Name, enter the description of the item.
Optionally, enter the category, status, priority, and due date.
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 for a category by downloading an import spreadsheet template, adding your checklist items, then importing the file. Note that each category has a separate checklist spreadsheet.

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

How to edit checklist items

Link documents to a checklist item

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

Edit checklist items

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

Delete checklist items

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

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

How to add, edit and delete findings for checklist items

From within the deal, click Checklists.
Click the checklist item for which you want to add a finding.
(Optional.) To add a finding, click Add next to Associated Findings in the right panel.
- In the Finding Description field, enter the details of the finding.
- Select the type and priority of the finding.
- Click Create Finding.
(Optional.) To edit a finding, hover over the finding, and click the edit icon. If the finding is not listed, click Show More, and from the three dots menu, click Edit. Make your changes and click Save.
(Optional.) To delete a finding, hover over the finding, and click the delete icon. If the finding is not listed, click Show More, and from the three dots menu, click Delete. You will have the option to undo the delete until you exit the Associated Findings panel.

How to add, edit and delete notes for checklist items

Only Buyers from the same Buyer group can see notes. You can have multiple notes per checklist item.

You can also add an @mention in the note to call attention to a checklist item. When you type an @ in the note, a list of all buyer team members is displayed. The team member that you select will receive an email notification.

From within the deal, click Checklists.
Click the checklist item for which you want to manage notes.
(Optional.) To add a note, in the Internal Notes section, click Add. Enter the note's text and click Add.
(Optional.) To edit a note, click the three dots menu next to the note and click Edit. If you do not see the note you want to edit, click Show More. Make changes to the note text and click Save.
(Optional.) To delete a note, click the three dots menu next to the note and click Delete. If you do not see the note you want to edit, click Show More. Click Undo to undo the delete.

How to export the checklist

Export the checklist

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