In the latest update, you can now swiftly edit checklist items directly from deal cards. Additionally, you can now integrate clickable URLs within checklists, enabling instant access to external web pages.
Use Case: Easily edit checklist items and insert clickable URLs instantly.
To View the Enhancement:
- Navigate to the pipelines module.
- Select any deal card and click to view details of that deal card.
- Now, click on the To Do list and then on the Add Checklist option.
- A side panel will open asking you to choose the checklist items and import them to the to do list.
- Next, select the import checklist.
- After importing the checklist, you will be able to edit it by clicking on the edit icon as shown in the image above.
Clickable Link:
- You can also add any URL link within the checklist, as shown in the image above. This link will be clickable, redirecting you to a webpage.
