1. Add a Start Kick-Off Checklist


1. Once you reach the ‘Company Profile’, scroll down to the Pipeline Checklists then Start Kick-Off. This is the section where you can add and manage the Kick-Off Checklists.   

 

Click the ‘+ Check button.  

 

 

2. Fill in the necessary input fields ‘Checklist Type’‘Title’‘Description’ and ‘Link’ with the desired data. Make sure that the data in the ‘Checklist Type’ field is Start Kick-Off’.  Once complete, click on the ‘Add Checklist’ button to save checklist.