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Pin a checklist to keep it at the top of the Checklists area, ensuring it remains visible even when new checklsits are added.
Who Can Do This : Admins with permission to Fully manage checklists and templates can pin chec...
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Edit a checklist to change its title, add or edit tasks, or set task due dates and visibility types.
Who Can Do This : People with this permission can add new Things. State the audience (person's role) and define any necessary...
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Add a checklist to a transaction manually when it isn't already automatically applied.
Who Can Do This : Admins and agents with Assign checklist templates to transactions permission can manually add checklists to transactions.
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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...
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Choose your preference for Checklist Scrolling: enable it to scroll through checklists independently from the main View Transaction Page, or disable it to scroll through the entire page together. Who Can Do This? Anyone can turn Checklist S...
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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 hav...
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Mark a task as not applicable (N/A) to let admins know it isn't needed.
Who Can Do This : & without can mark tasks as N/A.
To mark a task as not applicable (N/A):
Go to a Transaction's Checklists Area Here's...
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Complete a task to update the transaction's Checklist Completion Status once you've fulfilled the requirement or confirmed it was completed.
Who Can Do This : with in the transaction's location can complete tasks.
To...
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Unmark a task fulfilled by an agent and marked as done (Agent-checked) or not applicable (N/A) when more work is needed for the task or you don't approve.
Who Can Do This : with can unmark an agent-checked or n/a task.
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