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KyleJohnsonCPA's avatar
KyleJohnsonCPA
Copper Contributor
Jan 29, 2023

Checklist Within a Channel

Hello all!

I currently have a channel for my accounting firm for "Prospective Clients." Within that channel, I would like to create a conversation that lists all the tasks that are required to get that client completely setup within our system.

 

I am able to map out using Planner a Checklist with all the tasks, but that doesn't seem like something I can turn into a template.

 

Is what I'm trying to do possible within Teams?

 

In a perfect world, I would have a Zap from Zapier create this upon someone filling out the New Client Info sheet on our website.

 

Thanks!

 

Kyle

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