The Checklists area is your home base for a transaction's checklists. Answers to the common questions about finding it, removing checklists, scrolling, and why your view settings stick.
Where do I find a transaction's checklists?
In the Checklists area of the transaction's left menu. Each checklist applied to the transaction sits there as its own section, newest on top.
How do I remove a checklist from a transaction?
Hover over the checklist, click the [❌] on the right, then [Delete]. This removes it from that transaction only — the Checklist Template and every other transaction are untouched.
What is checklist scrolling?
It lets the checklists scroll on their own, separately from the main transaction page. That's handy for a long list of tasks, for dragging tasks into messages, and it also needs to be on for Smart Checklists to match documents to tasks.
I turned checklist scrolling off, but it keeps coming back — why?
Your scrolling choice is meant to stick. Set it from the [⋮] menu and Pipeline should remember it every time you return. If it keeps switching back after a page refresh, email us at help@paperlesspipeline.com and we'll take a look.
Does renaming or reordering a checklist change the template?
No. Any change you make to a checklist on a transaction stays on that transaction. The template it came from — and every other deal using it — is unaffected.
Will my teammates see the panel the same way I do?
Not necessarily. Checklist scrolling, sort-by-date, and hide-@mention are personal display settings. Yours change your view only; your teammates keep their own.
Learn More
The Checklists area is where a transaction's checklists live — expand them, reorder them, and set how they display.
See Checklists Panel
Still Have Questions?
Didn't find your answer above? Email us at help@paperlesspipeline.com and we'll help.