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.


Add Checklist Templates

To add a checklist template:

  1. Click your name in the upper right corner then [Admin / Settings].
  2. Select [Checklists] from the left menu.
  3. Choose [Add Template].
  4. 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".
  5. 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 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:

  1. Clicking the gear 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 →

Download Checklist Templates

Back up your checklist templates or share them with external managers and admins.

Learn How to Download Checklist Templates as CSV Spreadsheet Files →

Copy Checklist Templates

To copy a checklist template:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Select [Checklists] from the left menu.
  3. Click the [Gear] and select "Copy Template". From here, you can update or change any info as you would when creating a checklist template. 

Learn more about Adding Checklist Templates →