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Automatically Add Default Checklist to New Requests

Feature RequestAutomations

Allow users to set a default checklist that automatically appears on every new request. This removes the need to manually add the same checklist each time, saving time and ensuring consistency across all new requests.

Posted by Regine Garcia ·
Status: Accepted1 comment

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Comments1

  • Anthony

    •

    Oct 22, 2025

    Was just going to request the exact same! When clients purchase a service, the project/request should already be filled with preset checklists.