Managing Checklists and Tasks

Articles

 Manage 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 Incorporate your business  holidays to s tay in compliance with internal and state regulations that require due dates based on business days. IN THIS ARTICLE Introduction Who Can Do This? How To Add or Update Company B...
 Set Task Visibility
SUMMARY An admin 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. IN THIS ARTICLE Video: Set T...
 Smart Checklists: Automatically Align Docs with Related Checklist Tasks
SUMMARY This article shows how to save time by utilizing smart checklists on transactions to readily identify checklist tasks that correspond to documents and  documents that correspond to checklist tasks. The smart checklist features work ...
 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 ...
Manage Key Dates
SUMMARY   Learn how to use Key Dates  to designate tasks in your Checklist Templates as important timeline dates that can be displayed on your transaction coversheets, synced to your calendar app, and autofilled into emails and message...
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...
Hide Completed Tasks from Transaction Checklists
SUMMARY   Completed tasks can be set to be hidden on transaction checklists. Hiding completed tasks reduces clutter and makes checklists easier to manage. IN THIS ARTICLE Setting Completed Tasks to Be Hidden Viewing C...