Managing Checklist Templates

Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. This article explains how to create and manage checklists to track transaction progress.

Watch this 3-minute video to learn about managing checklist templates:

Checklist templates

  1. Click [Admin/Settings] to access the Admin page.
  2. Select [Checklists] from the left menu.

Add a template and create tasks

  1. To add a new checklist template, choose [Add Template].
  2. Select a location, give the checklist a title, then add tasks. You can include as many individual tasks as you'd like on a template and add more tasks by choosing "+Add more tasks".
  3. Click [Save Template]. 

Add relative due dates

Instead of manually specifying absolute due dates, you can define relative due dates based on a transaction’s acceptance, close, and creation date.

  1. Click the calendar icon to add a relative due date.
  2. Select a trigger date and time frame relative to that date then click [Set Date Rule].
  3. Click [Save Template].

These date rules will be applied every time the checklist is added to a transaction in the future.

Edit checklist templates

Once you've added a template to a transaction, any edits made on that specific checklist are not applied back to the template.

To edit a checklist template, click the [GEAR] icon and choose "Edit Template".

Here are a few things you can do:

  • Reorder tasks: To reorder tasks, hover to the right of the task until a hand appears. Click, drag, and drop the task to the appropriate place on the list.
  • Change due date: Change a task's due date by clicking the calendar icon.
  • Remove due date: Remove a due date by clicking the calendar icon and selecting [Remove Date Rule].

Delete checklist templates

You can delete unwanted checklist templates by  click the [GEAR] icon and choose "Delete".

Deleted checklist templates will not be removed from transactions.

Automatically Assign Checklist Templates to Transactions

Checklist auto-assignment saves time for your admins and makes your transaction management workflow more reliable.

For more details, check out: Automatically Assign Checklist Templates to Transactions