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
