Checklists act as your calendar on transactions, providing an overview of all tasks, which you can adjust to personalize the display.
On transactions, checklists are your transaction-specific calendar. They provide a clear overview of all tasks that need to be completed for a transaction, along with any designated due dates, and displayed in the order set by your admin(s).
Optionally, you can personalize your view by sorting tasks by due date and hiding @mention text. Pipeline remembers your preferences, so you can pick up where you left off when you return. This lefts you adapt checklists on transactions to your needs, ensuring you see tasks in the best way for your workflow.
Choose your preference for viewing the Checklist Completion Status on transactions, either as a percentage or ratio.
Who Can Do This: Anyone with access to view a transaction will see any tasks set to a Visibility Type they have access to view.
To show checklist completion as a percentage or as a ratio:
- Go to a Transaction's Checklists Area:
- Toggle Completion Status:
- Click the Checklist Completion Status to toggle between [Percentage ✔] or [Ratio ✔].
- Pipeline will remember your preference to show the Checklist Completion Status as a percentage or ratio whenever you return to the transaction later.
To turn Checklist Scrolling on or off:
- Go to a Transaction's Checklists Area:
- Access Checklists Menu:
- Click [⋮] from the top of the Checklist Area.
- Set Your Preference:
- Check the box next to [Checklist Scrolling] to turn it on.
- Uncheck to turn it off.
- Save Your Preference:
- Click [Done].
- Pipeline will remember your preference to turn checklist scrolling on or off whenever you return to the transaction later.
Sort tasks by due date to view them in chronological order within their checklists; by default, tasks appear in the original order set by an admin.
Who Can Do This? Anyone can sort tasks their personal view of tasks by date.
To sort tasks by due date:
- Go to a Transaction's Checklists Area:
- Access Checklists Menu:
- Click [⋮] from the top of the Checklist Area.
- Set Your Preference:
- Check the box next to [Sort by Date] to display tasks in order by due date.
- Uncheck to return to the task order set by an admin.
- Check the box next to [Sort by Date] to display tasks in order by due date.
- Save Your Preference:
- Click [Done].
- Pipeline will remember your sort preference whenever you return to the transaction later.
Hide @mention text to reduce clutter in your checklists and make tasks easier to read, and Pipeline will remember your preference when you return.
Who Can Do This? Anyone can show or hide @mention text from their personal view of tasks.
To hide @mention text in tasks:
- Go to a Transaction's Checklists Area:
- Set Your Preference:
- Click [⋮] from the top of the Checklist Area.
- Check the box next to [Hide @Mention] to hide @Mention Names in the Checklists Area..
- Uncheck to show @Mention.
- Save Your Preference:
- Click [Done].
- Pipeline will remember your preference to hide or show @mentions whenever you return to the transaction later.