Project Chat Checklists
Last updated: August 14, 2025
Aside from having a checklist for each service, you can also add one directly to the project chat. This creates a preset checklist that helps streamline project management. The advantage is that you won’t need to open a specific service for the checklist to appear—once you open the project chat, the checklist will be available immediately.
Steps to create a checklist for the Project Chat:
Create a service named "Project Chat".
Under the Task Configuration of the service, add the checklist you need.
The checklist will appear on orders booked after creating the service and will not show on past orders.
The service "Project Chat" does not need to be added to the booking flow.