Managing checklists | DealCentre AI

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 AI

View how to use a checklist within DealCentre AI to enhance your workflow as a buyer and promote collaboration with 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.

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Click the Columns icon on the far-right side of the screen.
Select and deselect the columns you want to display.
Click the Columns icon to close the panel.
(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

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklists icon on the left side of the screen.
Use the Filter icon at the top of each column to filter the documents list using the contents of that column. You can apply filters to multiple columns.
(Optional.) To remove an individual filter, click the the Filter icon again and click Reset.

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.

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
From the three dots menu, click Manage Categories.
(Optional.) To add a category, enter the new category's name in the Create New Category field, and click the checkmark icon. You may need to scroll to bring the Create New Category field into view.
(Optional.) Assign a member of your team to the 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.

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
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

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
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 if you are finished, or click Create Another to save your entries and begin creating 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.

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
From the three dots menu, select Import Checklist Items.
If you have not downloaded and completed the sample import template, click download an buyer checklist template and add your checklist items to the template. Be sure to save the file in an easy-to-find location.
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

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Select a checklist item.
In the Linked Documents section in the right panel, click Add.
Use the Select Documents dialog box to locate the documents and select them.
Click Link Documents.

Edit checklist items

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Select a checklist item.
To edit the checklist item's name, click the edit icon next to it. Make your changes and click Save.
To update the item's status, priority, due date, and category, select the appropriate options.

Delete checklist items

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Locate the item you want to delete, click the three dots menu in the Actions column for the item 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.

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Locate the item you want to split, click the three dots menu in the Actions column for the item 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

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Click the checklist item for which you want to add a finding.
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.
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 comments on checklist items

Only buyers from the same buyer group can see comments. You can have multiple comments per checklist item.

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

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
Click the checklist item for which you want to manage comments.
(Optional.) To add a comment, in the Comments section, click Add. Enter the comment and click Add.
(Optional.) To edit a comment, click the three dots menu next to the comment and click Edit. If you do not see the comment you want to edit, click Show More. Make changes to the comment and click Save.
(Optional.) To delete a comment, click the three dots menu next to the comment and click Delete. If you do not see the commentyou want to edit, click Show More. Click Undo to undo the delete.

How to export the checklist

Export the checklist

Display the deal you want to work with.

If you are viewing another deal, click the DealCentre AI icon in the upper left corner of the screen to display the deals list. Select the deal you want.
Click the Checklist icon on the left side of the screen.
From the three dots menu, select Export. The checklist is downloaded as a Microsoft Excel file.