Checklists & Tasks

You add a checklist template under Checklists in your admin settings, then name it, choose its locations, and add its tasks. Answers to the common questions about adding a new template. Who can add a checklist template? A master admin, or an a...

Admins build templates, reuse them across transactions, and edit them without disturbing files already in flight. Answers to the common questions about who manages them, what editing changes, and getting a copy out of Pipeline. Who can create and...

Tasks can be documents or steps, they can hold clickable links, and you add them one by one or in bulk. Answers to the common questions about what a task is, adding links, and grouping tasks. What's the difference between a task and a document? ...

Key dates are tasks with timeline powers, their deadlines can calculate themselves, and they surface on coversheets, calendars, and emails. Answers to the common questions about business days, coversheets, and the autofill tag. What's the differe...

An @mention highlights a task for the person named on it — but highlighting and access are two different things. Answers to the common questions about who can mention, reminders, and why a mentioned task might not appear. Can agents add @mentions...

A due date is what makes a task show up — on the Tasks page, in reminder emails, and on your calendar. Answers to the common questions about setting due dates, relative rules, holidays, and quieting tasks when a deal falls through. Why don't my t...

Visibility decides who sees a task and, with it, who gets reminded. Answers to the common questions about admin-only tasks, stray reminder emails, and giving someone a look without edit rights. Can I make a task only admins can see? Yes — set ...

Applying a checklist means adding one to a single transaction by hand, straight from the Checklists area. Answers to the common questions about who can add checklists, automatic assignment, and adding to more than one transaction. How do I add a ...

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 Checkl...

The completion status is a quick read on how far along a transaction is. Answers to the common questions about what the number counts, why it spans every checklist, and switching between a percentage and a ratio. What does the completion percenta...

Seeing a checklist starts with being able to see the transaction, and per-task visibility narrows things from there. Answers to the common questions about admin-only tasks, why a user can't see a checklist that's been added to a file, and who sees @...

Two permissions govern checklists, agents can agent-check tasks while only admins complete them, and building templates is admin territory. Answers to the common questions about letting agents add checklists, who can build templates, editing due dat...

An agent-checked task is one an agent has finished and flagged for admin review — it carries a distinct mark and waits for an admin to verify and complete it. Answers to the common questions about what the mark means, why checked tasks still show fo...

A completed task is one an admin has verified and checked off. Completed tasks drop off your Tasks page, and you can hide them on transaction checklists. Answers to the common questions about hiding them, finding them again, and who can mark a task ...

Marking a task Not Applicable sets it aside because it doesn't apply to the deal. Answers to the common questions about how to mark tasks Not Applicable, who can do it, and how it affects a checklist. How do I mark a task as Not Applicable? Ho...

The Tasks page is your personal list of every task with a due date, across all your transactions. Answers to the common questions about missing tasks, due-date colors, who sees what, and checking tasks off. Why isn't my task showing on the Tasks ...

Search finds a task by name, filters carve the list by its details, and sort arranges what's left. Answers to the common questions about finding one task, seeing only your @mentions, why "Due Today" leaves out overdue work, and filtering to one agen...