Managing Checklists and Tasks

Articles

 Managing Checklist Templates
SUMMARY 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. IN THIS ARTICLE A...
 Specifying Business or Calendar Days for Task Due Date Calculations
SUMMARY Stay in compliance with internal and state regulations that require due dates based on business days, including incorporating custom business holidays. IN THIS ARTICLE Specify Business or Calendar Days Add Company Business Holidays...
 Setting Task Visibility (Task Assignment)
SUMMARY Admins can control the visibility of each task on checklist templates. This adds an extra layer of privacy, organizes tasks more effectively, and eliminates involvement of users not responsible for tasks. Short version: 1) From the Chec...
 Smart Checklists: Automatically Align Docs with Related Checklist Tasks
SUMMARY Save time by readily identifying checklist tasks that correspond to documents you are working on. This article will show you how to utilize smart checklists on your transactions. This feature works best when you have enabled checklist scr...
 Automatically Assign Checklist Templates to Transactions
SUMMARY Pipeline can automatically add specific checklists to transactions whenever the status, listing/selling side, or label of a transaction gets a desired value. 1:53 Create and Edit Checklists and Settings Click "C...
Auto Applying Checklists to Dual-sided Transactions
SUMMARY The Dual-sided option allows you to set checklists to be auto-applied to transactions where your office represents both sides of a transaction. Learn more about   Managing both sides of a sale within a single transaction (dual-sided...
 Order Automatically Assigned Checklists
SUMMARY This article shows you how to control the order in which auto-assigned checklists are displayed on transactions. This can come in handy if there are several lists being auto-assigned at once. IN THIS ARTICLE Overview Set Up Checkli...
 Download Checklist Templates as CSV Spreadsheet Files
SUMMARY Back up your checklist templates or share them with external managers and admins. Short version: 1) From the Checklists page in the Admin area, click the gear next to the template you want to back up or share. 2) Select “Download ...
Understanding Checklists and Tasks
SUMMARY Checklists help admins and agents stay in compliance by tracking tasks, due dates, and required documents within a transaction. Each checklist contains a set of tasks. This article explains how checklists and tasks may be used to support y...
Bulk Add Tasks to Checklist Templates
SUMMARY To add multiple tasks at once when setting up a checklist template, paste or type in a list of tasks in the Bulk Add Tasks box, then click [Add Tasks] to add the tasks to the template. How to Bulk Add Tasks To bulk add tasks to a checkli...
Understanding the Tasks Page
SUMMARY Tasks are items on checklists. They represent assignments that need to be completed during the lifecycle of a transaction. The Tasks page tracks all overdue and upcoming tasks from across all your transactions. IN THIS ARTICLE Trackin...