Checklists & Tasks

Understanding Checklists and Tasks

Manage Checklist Templates

Add / Edit Checklist Templates

Add a Checklist Template

Bulk Add Tasks to Checklist Templates

Automatically Assign Checklist Templates to Transactions

Download Checklist Templates as CSV Spreadsheet Files

Highlight a Person's Task by @mentioning Them

Hide Completed Tasks from Transaction Checklists

Smart Checklists: Automatically Align Docs with Related Checklist Tasks

Set Task Visibility

Manage Key Dates

Specifying Business or Calendar Days for Task Due Date Calculations

Send Daily Email with Upcoming Tasks to a User

Opting Into or Out of Daily Tasks Reminder Emails

Add a Checklist to a Transaction

Manage Checklists on Transactions

Enable or Disable Scrolling on Checklists

Pin A Checklist On A Transaction

Pin a checklist on a transaction to the top the Checklists area. By default, checklists appear in the order they're added with the most recent at the top. A pinned checklist will remain at the top even once new checklists are added.

Download a Transaction Checklist (for Transaction Coordinators)

Tasks Page

Syncing and Unsyncing Tasks with Calendars