How do I set up checklists?
Checklists are sets of fields that can be submitted multiple times for the same lead. This guide explains how to create checklists, configure fields, and manage submission settings.
What are checklists?
A checklist is a set of fields that can be submitted multiple times for the same lead. Unlike regular lead fields (which can only be filled once), checklists allow you to track recurring activities, tasks, or events. For example, you might use checklists to track service visits, quality checks, or follow-up calls.
Where to access checklists
Navigate to Campaign settings → Checklists to create and manage checklists.
Creating a new checklist
To create a checklist:
- Go to Campaign settings → Checklists
- Click + New checklist
- Configure the checklist settings (see below)
- Click + Create
Checklist settings
Name
Enter a friendly identifier for the checklist. This name appears in the campaign interface and helps users identify the checklist's purpose.
Icon
Choose a FontAwesome icon to visually represent the checklist (e.g., fa fa-circle, fa fa-check). This icon displays next to the checklist name.
Max submissions per lead
Set the maximum number of times this checklist can be submitted for a single lead. Options:
- Unlimited – No limit on submissions
- Specific number – Limit to exact number of submissions
Max submissions per lead per user
Limit how many times each user can submit the checklist for a lead. Options:
- Unlimited
- 1-50 – Choose from predefined values (1, 2, 3, 4, 5, 10, 20, 30, 40, 50)
This prevents individual users from over-submitting while allowing team collaboration.
Who can edit submissions?
Control who can modify checklist submissions after they're created:
- All – Anyone with access to the lead can edit
- Admins and the person creating the submission – Only the creator or admins can edit
- Admins only – Only administrators can edit submissions
Set lead status on submission?
Choose whether submitting the checklist should change the lead's status:
- No – Lead status remains unchanged
- Yes – Include a status selector when filling out the checklist, allowing users to update lead status during submission
Intro
Add optional introductory text that displays at the top of the checklist form. Use this to provide instructions or context for users filling out the checklist.
Adding fields to a checklist
After creating a checklist, add fields to it:
- In the Checklists overview, find your checklist
- Click the + icon next to the checklist name
- Configure the field settings (see below)
- Click + Create
Checklist field settings
Name
The field label that appears on the form.
Active
Enable or disable the field. Inactive fields don't appear in the checklist form.
Field type
Choose the type of field:
Default (max. 250 characters)
A standard text input field with a 250-character limit. Use for short text responses.
Comment / Notes
A larger textarea field for longer text entries. Use for detailed notes or descriptions.
Check
A field for yes/no or checkbox inputs. When selected, choose the input type:
- Default – Single checkbox
- Dropdown select: Ja/Nej – Dropdown with Yes/No options
- Radio button group: Ja/Nej – Radio buttons for Yes/No
- Checkbox – Standard checkbox
File upload (campaign file field)
Allows users to upload files. Configure:
- File field – Choose an existing file field or create a new one
- Full width file input – Display file uploader at full width
- File types – Restrict upload types (e.g., Image, PDF, Document)
Available options
For dropdown fields, enter available options separated by newlines. Each line becomes an option in the dropdown.
Is required
Make the field mandatory. Users cannot submit the checklist without filling required fields.
Placeholder text
Text displayed inside the input field before the user enters data. This provides a hint about what to enter.
Default value
Pre-fill the field with an initial value. Users can change this value when submitting.
Icon
Add a FontAwesome icon to the field label. See available icons at the provided links.
Description/help
Add help text that appears below the field. Use this to provide additional context or instructions.
Viewing checklists
The Checklists overview displays:
- Name – Checklist name and icon
- Fields – List of fields in the checklist with their types
- Set status – Whether status change is enabled
- Max. submissions – Submission limits
- Editable – Who can edit submissions
- Intro – Presence of intro text
Managing checklists
From the Checklists overview, you can:
- Edit – Click the orange pencil icon to modify checklist settings
- Delete – Click the red trash icon to remove the checklist
- Add fields – Click the + icon to add new fields
- Toggle active – Check/uncheck to enable or disable the checklist
Use cases for checklists
Service visits
Track multiple service appointments for the same customer with fields like date, technician, service performed, and notes.
Quality checks
Record recurring quality inspections with yes/no checks, rating fields, and photo uploads.
Follow-up calls
Log multiple phone calls with fields for call date, outcome, next action, and notes.
Task tracking
Create task lists where team members can submit completed tasks with timestamps and results.
Best practices
- Keep it simple – Use only essential fields to ensure quick submissions
- Use clear names – Choose descriptive field names that explain what data to enter
- Set appropriate limits – Consider realistic submission limits based on your workflow
- Add help text – Use descriptions to clarify complex or technical fields
- Test before deployment – Submit test checklists to ensure the form works as expected
- Review permissions – Set edit permissions based on your team's collaboration needs
Summary
Checklists enable repeated data collection for the same lead, making them perfect for tracking recurring activities or events. Configure submission limits, edit permissions, and status changes to match your workflow. Add various field types including text, dropdowns, checkboxes, and file uploads. Use checklists to track service visits, quality checks, follow-ups, or any repeatable process in your campaigns.
? Common searches
checklist setup • create checklist • recurring tasks • multiple submissions • checklist fields • form builder
? Also known as
repeatable forms • submission forms • recurring fields • task tracker • activity log
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