Navigate to Funnel Settings > Checklists.
Select the Create Checklist button, then:
Name your Checklist
Select the criteria for When should Checklist items appear?
Add your Checklist items and click Create Checklist to publish your Checklist.
There are 6 different types of Checklist items:
Send email - marked as completed when the selected email is sent to that lead
Complete task - always marked off manually
Complete form - marked as complete when form submission has been received
Input field - marked as complete when validation is met (for example: if a document field, it will be complete once the document is uploaded, for an email field, it will be complete once a valid input is saved in that input field
Activity logged - marked off when set activity is logged
Attend event - marked off when a person in the group attended the event
Once you’ve published your Checklist, you can navigate to a lead that meets the checklist criteria to see your Checklist items above the Lead timeline.
Checklist items will be marked off when the parent/guardian performs an action, for example, “lead has to fill out form xyz”.
Or when a staff member performs an action, for example, "log a phone call activity" or "send a welcome email".
Checklist items can also be marked off manually where needed.