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Checklist

Create checklists

Sales Progression Checklist

When creating a checklist item simply select which post type(s) the item is relevant to:

More than just a tickbox

As well as ticking to say whether an item is completed or not, you can also add additional information to the checklist item, be it a dropdown of choices, a date, or a freetype textbox.

Integration into lists

With a checklist setup on a post type, you’ll also be able to see the current status of the checklist from the main list of records. We’ll display how many items are completed and colour code it accordingly so you can see at a glance which records need attention.

Checklist status in WordPress post lists

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Details
Version 1.0.1
Categories CRM Tools
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