Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline.
I want to be able to create an automated workflow that will create a checklist when a deal reaches a certain stage. This checklist item will appear on the activities task list with a reminder. That checklist may be a 5-10 items long, and I want it to be grouped as a single task associated with a client with a deadline on the calendar.
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