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Adding a checklist to individual contacts

Feature Request

Not sure how it could work, but it would be great if we could add a short checklist to a contact that becomes available when the contact hits the ‘Launching’ stage. If the checklist can be based on whether they are a customer or business builder it would be a bonus.

Then we can upload a customer enrolment checklist like: send welcome email, add follow up date for next shipment etc.

Posted by Robby ·
5 comments

Comments5

  • Simona

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    May 18

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    Merged request

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    1 vote

    Checklist/Tasks

    It would be awesome if we could create checklists/tasks in lead/client cards. I know trello has such feature and it is very useful. 🤗

  • Regula

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    Jan 19

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    Merged request

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    1 vote

    Check List

    I would suggest a check list for every enrolled person in Saga. Is that possible?

    • Sara Cocozza

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      Dec 19, 2025

      Hi Regula,

      Thanks for the suggestion! Could you tell me a bit more about your idea for a checklist? I'd love to understand what you have in mind.

  • Aggie

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    Jan 18

    I love the idea of the checklist feature, as it would enable us to add a checkbox for customers to opt in to receive marketing info.

  • Michelle

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    Oct 23, 2025

    Yes! This would be something essential that I am sure a lot of people would benefit from.