How to Create and Use Checklist Templates in Sales and Marketing

Learn how to define, customize, and share checklist templates for sales and marketing processes. Step-by-step guide on creating templates, pre-filling checklists, and making them available to your team.

February 6, 2026 By Bernd Kracht

In this guide, we'll learn how to create and use checklist templates in sales and marketing. You will see how to define a template for a specific item, assign a unique code, and add a description. We will also cover how to prefill checklist fields, use the template in a new offer, and share the template with colleagues.

Let's get started

Checklist templates. In sales and marketing, there is a list for checklist input.

Step #1: Click on "Sales & Marketing" — Click on "Sales & Marketing"

Step #2: Click on "Lists" — Click on "Lists"

Step #3: Click on "Checklist Input" — Click on "Checklist Input"

Here you can define checklist templates. You start with a new entry.

Step #4: Click on "New" — Click on "New"

Here, you select the item for which you want to create the checklist template.

6

Type "1clkde2"

Step #7: Click on "1CLKDE24IT" — Click on "1CLKDE24IT"

Step #9: Double-click here — Double-click here

Assign a unique code to the template you want to create. And a description.

10

Type "BK0001"

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Type "BK0001"

Click the "Checklist Input" button to open the checklist. The checklist can then be pre-filled.

13

Type "Dome Hight 50 mm + Tab"

Step #15: Double-click here — Double-click here

Step #17: Double-click on "RESISTANT SOUND REDUCTION" — Double-click on "RESISTANT SOUND REDUCTION"

Step #19: Double-click here — Double-click here

In this example, I leave the dimensions blank.

Step #22: Double-click here — Double-click here

So later, when I use this template, I need to fill in the dimensions on the document.

Step #23: Double-click here — Double-click here

Step #26: Click on "000000000" — Click on "000000000"

Step #27: Double-click on "with covering frame" — Double-click on "with covering frame"

Step #29: Double-click here — Double-click here

Step #31: Double-click here — Double-click here

Step #33: Double-click here — Double-click here

I also check the sub-checklists in the same way.

Step #35: Double-click here — Double-click here

Step #37: Double-click here — Double-click here

Step #38: Double-click here — Double-click here

Step #40: Double-click on "50 cm" — Double-click on "50 cm"

Step #43: Double-click here — Double-click here

When I am finished, I exit the checklist by pressing the confirmation button.

Step #47: Click on "Order Processing" — Click on "Order Processing"

Step #48: Click on "Sales Orders" — Click on "Sales Orders"

Step #49: Click on "Order Processing" — Click on "Order Processing"

I am creating a new offer.

Step #50: Click on "Sales Quotes" — Click on "Sales Quotes"

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Type "101022 + Tab"

I fill in all the required fields.

Step #56: Click on "1000113" — Click on "1000113"

Step #58: Click on "..." — Click on "..."

Step #63: Click on "060" — Click on "060"

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Type "6005 + Enter"

Step #71: Click on "Item" — Click on "Item"

Step #72: Double-click here — Double-click here

Now I select the item in the row for which I defined the template. I enter my quantity, and then an empty checklist opens. Using the "Copy from template" function, I can apply the template I created for it.

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Type "1clkde2"