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:

  1. Create a service named "Project Chat".

  2. 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.