Agent-editable Due Dates allow agents to adjust the due dates of their tasks within the checklist, providing flexibility to accommodate changes in the transaction timeline.
Managing a transaction's workflow efficiently requires setting due dates for tasks. To enhance flexibility, agents can be granted the ability to edit certain task due dates directly within their transactions.
Allowing agents to adjust due dates based on specific requirements and timelines is particularly beneficial when compliance-based deadlines are not applicable. By giving agents this control, they can ensure that due dates are more appropriate and relevant, resulting in a more adaptable and efficient task management process.
Designate an agent-editable task due date to allow agents to set or modify due dates according to their transaction needs.
To designate an agent-editable task due date:
- Go to Checklist Templates:
- Click your name in the upper right corner, then [Admin / Settings].
- Select [Checklists] from the Templates section of the left menu.
- Open Template:
- Either add a new Checklist Template or edit an existing one.
Learn how to Add & Edit Checklist Templates →
- Either add a new Checklist Template or edit an existing one.
- Enter the task into the list of Document Names or Tasks to Track.
• To add more tasks, click [+ Add more tasks].
• To add a list of tasks in bulk, click [+Bulk add tasks] then paste or type your list and [Add Tasks]. - Select [person] to allow agents to change the due date for the task once it's added to transactions.
- Click [Save Template].