CHECKLISTS: Creating & Assigning Checklists
Learn how to build, set up, and distribute checklists to contacts and team members in Unificus.
What are Checklists?
Checklists give you a straightforward way to organize tasks for Prospects, Clients, or Staff Members to complete. When a full Project setup feels like overkill, a checklist serves as an easy-to-follow task list that guides users through each item sequentially.
Each list item supports customizable actions and automation triggers for added flexibility.
How do I create a Checklist?
You can share checklists with Prospects, Clients, or Staff through a standalone white-labeled experience. You can also embed checklists using the Checklist Block within your Unificus Dashboard, Portal Pages, or Proposals.
To get started, go to Onboarding > Checklists.
Select the + Checklist button to start building your list.
Checklist Title and Usage
The Usage setting determines whether your checklist targets Contacts or Staff. By default, it’s set to Contacts, but you can click the dropdown to switch to Staff.
Turn on the “Help, I’m stuck for every Step” option to add a help button on the recipient’s screen—this can also be customized at the individual item level. When a recipient clicks the button for any item, they’ll be prompted to confirm task completion and offered “Yes” and “Help, I’m stuck!” choices.
If someone selects “Help, I’m stuck,” a popup appears where they can submit their question or concern to your designated staff member.
Use the dropdown menu to choose which staff members receive help requests. You can also add a note in the text field that will be sent to staff—recipients won’t see this message.
IMPORTANT: The default message includes Dynamic Data Placeholders (DDP) that capture the recipient’s question, checklist name, and item details. Keep these placeholders when you customize the message.
CLICK HERE to learn more about Dynamic Data Placeholders
Checklist Items
Select + Add new Checklist Item to include an item.
Newly added items expand automatically so you can configure them right away.
Item Title: The name of the checklist item.
Item Subtitle: Extra context that helps the recipient understand what the item involves.
Item Description: An optional field where you can share additional details, including images, text, links, and placeholders. Recipients access this by clicking “see more.”
Button Text: Customize button labels to match your workflow.
Link Action: The default setting is Do Nothing/No Action. Click the arrow to explore other actions available in the dropdown.
Assigning No-Code Automations to Checklists: Link No-Code Automations to trigger when a checklist item is finished.
Use the save icon on the right to store your changes at any moment.
Alternatively, click Save or Save & Keep Editing at the bottom of the page.
Click the icon below to review checklist status and submission details.
Click the icon below to update checklist notifications.
When updating notifications, maintain all relevant placeholders in your message—they ensure recipients get the proper links to their assigned checklist.
The icon below takes you back to the checklist list. Make sure to save your work before navigating away.
How do I assign a Checklist?
Assign checklists in multiple ways: directly from the CRM Dashboard, through a Kickoff Form, via a FLOW, or using Automation. You can also embed checklists using the Checklist Block in any area where a Block editor is available—including the Dashboard, Portal Pages, and Proposals.
What does the Target see?
When a standalone checklist is assigned, the recipient gets an email notification. Clicking the link takes them to their login page or directly to the checklist.
If the recipient is already in their Portal, they’ll see a new Checklist Notification in their Notification center (Bell Icon). For checklists assigned through a Checklist Block, recipients view the checklist within the Page or Proposal where it appears.
How to I manage my Checklists?
After creating your checklist, it appears on the Checklist page. Click the three-dot menu next to the relevant checklist to see your options. You can edit, check status and submissions, duplicate, or remove the checklist.