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Created On: 07/16/2024
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Highlight Docs That Match Tasks
When reviewing completed tasks on a transaction, you can quickly identify the doc that corresponds to that completed task.
If the name of a doc on the transaction matches (is contained in) the name of the...
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Designate a Key Date Task as an important timeline date on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates.
Who Can Do This :
To designate a new Key Date task:...
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Set Task Visibility to control who has access to view specific tasks within a transaction.
Who Can Do This : Admins with .
To set Task Visibility on Checklist Templates:
Set Task Visibility :
Click the [eyeb...
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Set Relative Due Dates for tasks on Checklist Templates, ensuring their due dates automatically adjust based on important transaction dates once added to transactions.
Who Can Do This : Admins with .
To set a task's Relative ...
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@Mention a person or group in a task to highlight it and make it more prominent for those @mentioned.
Who Can Do This : Admins with .
To @Mention a person or group in a task:
Add @Mention :
Add a new...
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Set up Matching Task and Doc Names to support Smart Task-Doc Matching on transactions.
Who Can Do This : Admins with .
To support Smart Task-Doc Matching on transactions:
Go To Doc Names :
Click your...
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Automatically apply a checklist to transactions based on specific criteria such as Status, Side, or Label.
Who Can Do This : Admins with .
To automatically apply a Checklist Template to transactions:
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Delete an unwanted checklist from a transaction.
Who Can Do This : People with this permission can add new Things. State the audience (person's role) and define any necessary permissions required to complete the action.
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Reorder a checklist by moving it up or down to change its order on the transaction.
Who Can Do This : Admins with Fully manage checklists and templates permission can change the order of checklists.
To change ...