Per-stage checklist edits before a job goes live

Rename, hide or add checkpoints on a specific stage — available until the project is frozen.

What it is

An Edit mode on a stage's checklist that layers per-task overrides on top of the default list: rename an item, hide one, or add a custom one. Overrides are keyed by project + task + checkpoint and merged at render time.

Also called: add a checkpoint · rename a checkpoint · hide a checklist item · custom checkpoint

See it
Stage protocol
New Lead · Protocol
Stage checklist0/2 required
✓
Owner
Marcus Feld
Reassign
Make first contact — call, text, or emailTask+ Note

This checklist is per visit — it resets if the deal re-enters this stage. Completed steps are recorded in the stage transition history.

Checklist in Edit mode with editable labels and an 'add checkpoint' field — GanttChart.tsx Milestone Checklist editor. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1resolveMilestones merges the default list (project snapshot, else the platform catalogue) with the override rows
  2. 2Custom entries sort last unless given an explicit order; hidden ones drop out of the list
  3. 3Each override is a single upsert row; deleting an override restores the default or removes a custom entry
  4. 4The Edit control is replaced by the 'Locked' notice once the project is frozen
Why we built it

No two builds of the same type are quite the same job, so the checklist has to be adjustable somewhere — and after the build starts the honest answer is 'not applicable', not a quiet edit that changes what was agreed. All customisation happens before the lock. The Start Project screen originally dropped those edits on the floor and created every job on the template defaults, so the only way to adjust anything was to open each stage afterwards and do it all again.

The problem
  • Templates that can't quite fit a specific job
  • Checklist customisation only possible after the project existed
Sound familiar?
What you get
Per-job tailoring without changing the company template
Adjustments made once, up front

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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