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 your office’s workflow.
Checklists are Paperless Pipeline’s way of tracking tasks that need to be completed on a transaction. Checklist templates are set up by an admin for use across the company's transactions (learn how to set up checklist templates here→). Templates are typically defined with relative due dates and rules that determine who can see them. These template-level attributes save admins the time of having to define due dates and visibility on each transaction’s checklist individually. Once a checklist template has been set up, it can be added to transactions either manually or through powerful automatic rules (learn how here→).
Once a checklist is added to a transaction, admins can add, remove, or modify individual tasks on the checklist to suit the transaction.
Checklist items with due dates are listed on the Tasks page where they can be managed across all transactions. Users who have subscribed to be notified about upcoming and overdue tasks will receive a daily reminder email containing tasks that are upcoming and overdue.
Tasks are the items on checklists that help agents and admins track what needs to get done on a transaction. Tasks can represent documents that need to be uploaded or actions that need to be completed.
Tasks are defined within checklist templates in the admin area of Pipeline. They can be given due dates and be set to be visible to agents or admins. Specific users and roles can be @mentioned on a task to highlight the task for that person/people wherever they see the task.
Once an admin sets up tasks with the appropriate attributes (e.g., due date, visibility restrictions, @mention), the task serves as an automatic reminder and tracking tool for managing what needs to get done on a transaction.
Checklists provide admins the ability to track whether necessary tasks have been completed on transactions. Therefore, admins are the ones responsible for managing tasks and checking off completed ones.
Once an agent completes a task and an admin is notified about the task completion (see how to get notified here→), the admin verifies the task’s deliverables and marks it as complete.
Agents can be given the permission to add checklists to transactions, but should not be given the “Fully Manage Checklists” admin-level permission. Learn more here→
Admins can use the Task Visibility feature to define whether a task can be seen by only admins, by listing agents, by selling agents, or by any agents of a transaction, as described here→ . Users see their visible tasks on individual transactions, on the Tasks page, and in daily reminder emails.
To highlight tasks for specific users or roles, use the powerful @mention feature.
The Tasks page displays all checklist items with a due date across all transactions. Tasks are sorted by date due with the most overdue tasks appearing first. The Tasks page includes several filtering and sorting options making this page ideal for identifying and prioritizing tasks that need to be completed on all transactions.
When a task is either overdue or due within the next day, that task will be included in a daily reminder email to relevant users. This automatic reminder makes the Tasks feature a simple, hands-free method of ensuring compliance and helping agents and admins get their tasks done.
Automatic reminder emails may be turned on or off for individual users. Here’s how→
This webinar shows multiple ways to streamline the process of emailing from Pipeline. We'll cover features and strategies to execute before and after the send.