Regardless of which Locations are specified, any Checklist Template can still be manually added to any transaction. If your company has more than one Location in Pipeline, specify which locations the checklist relates to. Go to Admin / Settings by clicking your name in the upper right corner, then. Only master admins and admins with permission to Fully Manage Checklists and Templates can add, edit, and delete Checklist Templates. Agent-editable Due Dates: Allow agents to change Due Dates of specific Tasks.Key Dates: Designate important timeline dates as Key Dates to sync to calendars and include on coversheets.Task Visibility: Reduce clutter and enforce privacy by only showing tasks that are relevant to the person viewing them.Relative Due Dates: Sets Task Due Dates to be automatically populated relative to other dates on the transaction. ighlight or assign Tasks to individuals or groups.Once a Checklist Template is set up, it can be applied to transactions manually or, preferably, automatically based on rules defined by an admin.įor maximum task automation and optimization, utilize the following: Tasks are items on a Checklist that represent documents or actions that need to be uploaded or completed.Ĭhecklist Templates are set up by an admin for use across the company’s transactions.
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