Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now.
What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed.
Thank you!