Add a Checklist to a Transaction

SUMMARY
Learn how to add, edit, and delete checklists, view checklists, and check off tasks on transactions.

Introduction

Checklists support a reliable workflow on transactions, and help admins and agents stay in compliance by tracking tasks, important due dates, and required documents.

Manage Checklists

Add a Checklist 

Who can do this? Agents and admins with permission to "Assign checklist templates to transactions." 

The best way for checklists to be added to transactions is for an admin to set them up to be automatically added based on a transaction's Status, Label, and/or Side. Learn how to Automatically Assign Checklist Templates to Transactions →

Checklists can also be manually added to transactions. 

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To manually add a checklist to a transaction:

  1. From a transaction's checklist area, click [➕].
  2. Select the desired checklist template from the dropdown list. The selected checklist will be added to the transaction.
  3. To add more checklists, repeat steps 1 and 2.

Checklists can be collapsed and expanded by clicking the plus and minus icons, rearranged by dragging them to a different position, and removed by hovering over the list and clicking ‘X’.

Edit a Checklist

Edit a Checklist Title 

Who can do this? Admins with permission to "Fully manage checklists and templates."

To edit the title of a checklist:

  1. Hover over the checklist and click the [pencil].
  2. Update the checklist title.
  3. Click [Save]. 

Create a New Task 

Who can do this? Admins with permission to "Fully manage checklists and templates." 

To add a new task to a checklist:

  1. At the bottom of your desired checklist, click [Add Doc Name or Task].
  2. Type the task name.
  3.  Click [Save].
You can add URL links to tasks. Links added to tasks are clickable and will open in a new window.

Edit a Task Name 

Who can do this? Admins with permission to "Fully manage checklists and templates." 

To edit a task name:

  1. Hover over your desired task, and click the [pencil].
  2. Type your updated task name.
  3. Click [Save].

Edit Task Visibility 

Who can do this? Admins with permission to "Fully manage checklists and templates."

The best way to set Task Visibility on tasks is to set it at the checklist template level. That way, every time the template is used to add a checklist to a transaction, its tasks will already have their visibility set. Learn how to Set Task Visibility on Checklist Templates → 

To change who will have access to view and receive reminders about a task:

  1. Hover over the task and click the [eye].
  2. Select the appropriate visibility option. Learn more about Visibility Types →
  3. Click [Set Task Visibility].

Edit a Due Date 

Who can do this? Admins with permission to "Fully manage checklists and templates."

Due dates can be added to tasks as an Absolute Due Date - like Tuesday April 12th - or a Relative Due Date, which is a due date relative to certain trigger activities.

The best way for due dates to be added to tasks is to set the task's Relative Due Dates at the checklist template level. That way every time the template is used to add a checklist to a transaction, its tasks will already have their Relative Due Dates set. Learn how to Add Relative Due Dates on Checklist Templates → 

To set a due date:

  1. Click the task's due date. Or, if a date hasn't been assigned to the task, hover over the task and click the [calendar].
  2. From the pop-up, you can either assign a specific due date or a relative due date:

         • To assign a specific date, select [Absolute Date], then select a date.

         • Or, to assign a Relative Due Date date based on important dates related to the transaction, select [Relative Date], set your date rule, then [Set Date Rule]. Learn more about Relative Due Dates →

Learn how to Specify Business or Calendar Days for Task Due Date Calculations →

Delete a Task 

Who can do this? Admins with permission to "Fully manage checklists and templates."

To delete a task from a transaction:

  1. Hover over the task and click the [X] that appears to the right.
  2. Click [Delete] to confirm.
Deleting a task from a transaction will only delete the task from that particular transaction and will not impact the checklist template that was used to create the checklist.

Delete a Checklist

Who can do this? Admins with permission to "Fully manage checklists and templates."

To delete a checklist from a transaction:

  1. Hover over the checklist and click the [X] that appears to the right.
  2. Click [Delete] to confirm.
Deleting a checklist from a transaction will only delete the checklist from that particular transaction and will not impact the checklist template that was used to create the checklist.

View Transaction Checklists

Who can do this? Anyone with access to view a transaction will see any tasks set as visible to them.

On any transaction, view tasks assigned to the transaction from the Checklists area of the left menu.

You will be able to view any task that is set to be visible to you. Learn more about Task Visibility Types →

Checklist Completion Status

Use the Checklist Completion Status shown in the upper-right corner of the Checklists area to quickly assess the completion status of a transaction's checklists.  

Show Completion Status as Percentage or Ratio

You may opt to show the Checklist Completion Status as a percentage or ratio. Pipeline will remember your last choice on transactions you visit in the future.

To show the completion status as a percentage or ratio:

  1. Click the Checklist Completion [Percentage ] or [Ratio  ✔]  to toggle between percentage and ratio. 

Checklist Scrolling

Checklist scrolling allows checklists to scroll independently of the main transaction page, allowing you to independently control which tasks and which part of the transaction is displayed at any given time. 

The ability to independently scroll checklists is useful when you have a long list of tasks, for dragging tasks to messages, and for using smart checklists to readily identify tasks that correspond to documents and documents that correspond to tasks. Learn more about Smart Checklists →

To enable checklist scrolling:

  1. To the right of the Checklists header, click [].
  2. Check [Checklist scrolling]. 
  3. Click [Done].
Pipeline will remember your Checklist Scrolling preference whenever you return to any transaction later.

Sort Tasks by Due Date

By default, Checklist Tasks on transactions are sorted by the original order set by an admin on the Checklist Template. You can opt to sort your tasks by due date instead. 

To sort checklist tasks by due date:

  1. To the right of the Checklists header, click [].
  2. Check [Sort by date]. 
  3. Click [Done]. Tasks will appear in order by due date. 
Pipeline will remember your sort preference whenever you return to any transaction later.

Hide @mention

Make task names easier to read by hiding any @mention text on checklists. Learn more about @mention →

To hide @mention text on tasks:

  1. At the top of the checklists area, click [].
  2. Check [Hide @mention]. 
  3. Click [Done]. 
Pipeline will remember your Hide @mention preference whenever you return to any transaction later.

Check Off Tasks

Both agents and admins can check off tasks to indicate that a task has been completed on a checklist. When an agent checks off a task, it is considered agent-checked and indicates to an admin that the item is ready for review. When an admin checks a task , it is considered fully complete.

Agent Fulfillment of Tasks 

Who can do this? Agents, and also admins that do not have permission to "Fully manage checklists and templates."

Agents may check tasks to indicate that they've fulfilled the task from their end and that it's ready for admin review. 

For agents to agent-check a task:

  1. Check the box to the left of the task. 

Learn more about agent-checked tasks →

Admin Completion of Tasks 

Who can do this? Admins with permission to "Fully manage checklists and templates."

For admins to mark a task as fully complete:

  1. Check the box to the left of the task. This will also update the completion percentage of the transaction.