Board card checklists and task deadlines

Business problem

Agents currently lack a clear overview of the specific tasks required to move a prospect through different stages of the board. Without a structured list of actions, it is difficult to track progress and ensure all necessary steps are completed according to the customer journey.

Wished result

The implementation of checklists within cards for each stage, allowing agents to see and complete mandatory actions. Ideally, this would include the ability to set individual deadlines for checklist items to ensure timely follow-up and accountability.