Overview
Checklists provide a structured way to track tasks on quotes and sales orders. Each checklist can be saved as a template and reused on other orders, making it easy to standardise recurring workflows such as quality checks, customer follow-ups, or production sign-offs.
👥 Access Permissions
Only users with permission to access Sales Orders can use checklists. Review user roles before granting access.
📍 Location in the app
Sales>Sales Orders> select a sales order >ChecklistSales>Customers> select a customer > select a sales order >Checklist
Key features
Templates button
Access saved checklist templates for quick reuse.
Add New button
Create a new checklist.
Checklist details
The following controls and elements appear on each checklist:
Collapse (-) / Expand (+): Toggle the visible items in the checklist.
Checklist name: Click to edit the name.
Checklist items: The task list, with radio buttons to mark items complete.
Add Item field: Add more tasks to the list.
Completed field: Shows the completion timestamp and the team member's initials.
⋮ (more options) menu: Save the checklist as a template, or delete it.
Attachments icon: Indicates an attachment has been added to a specific item.
Add a checklist
Select
Add New.
Enter the checklist name by clicking the checklist name field, then press Enter.
Use the Add Item field to add tasks.
📝Note
The system automatically tracks the number of items and their completion status, displayed next to the checklist name.
Mark items as complete
Click the radio button next to each checklist item.
A timestamp and team member initials appear in the Completed field.
📝Note
Completion progress is displayed next to the checklist name as items are checked off.
Attachments
Add an attachment to a checklist item
Hover over a checklist item.
Click the paperclip icon.
Upload the required file.
📝Note
A paperclip icon appears beside the checklist item once an attachment is added.
Delete an attachment from a checklist item
Click the paperclip icon next to the checklist item.
In the list of attachments, click the × icon next to the file.
✋ Warning
Deleted attachments cannot be recovered.
Delete a checklist or item
Delete an entire checklist
Click the ⋮ (more options) menu next to the checklist.
Select
Delete.A brief confirmation pop-up appears confirming the checklist has been deleted.
Delete a checklist item
Click the checklist item.
Press Backspace on the keyboard.
✋ Warning
Deleted checklists cannot be recovered.
Checklist templates
Save commonly used checklists as templates for easy reuse across quotes and sales orders.
Save a checklist as a template
Click the ⋮ (more options) menu next to the checklist.
Select
Save as Template.A brief pop-up confirms the checklist has been saved as a template.
Add a template to a checklist
Select
Templates.Search or browse the list.
Click
addto apply the template to the current sales order.
Delete a checklist template
Go to
Templates.Click the ⋮ (more options) menu next to the template.
Select
Delete.A brief pop-up confirms the template has been deleted.
✋ Warning
Deleted checklist templates cannot be recovered.