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Automatically apply a checklist to transactions in all locations.
Who Can Do This : Master admins.
To automatically apply a Checklist Template to transactions in all locations:
Open Template :
Eith...
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Managing a transaction's workflow efficiently requires setting due dates for tasks. To enhance flexibility, agents can be granted the ability to edit certain task due dates directly within their transactions. Allowing agents to adjust due...
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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:
Go To a Transaction :
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Set Task Visibility for tasks on transaction checklists, ensuring tasks are only seen by the right people.
Who Can Do This :
To set a transaction task's Visibility Type:
Set Visibility :
Hover over t...
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Your View Your Tasks : Provides a personalized view of your tasks. Your Calendar : Helps quickly identify critical tasks and plan your day accordingly. Uses color-coded due dates to indicate overdue (red), due today (orange), due tom...
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Save a custom task shortcut for quick access to frequently used tasks. Who Can Do This : Anyone can save their own custom task shortcuts. To save a custom task shortcut:
Search & Filter Tasks : Search and / or filter for the specific ...
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Filter tasks on your Tasks List to narrow down tasks based on criteria like key dates, agent-checked tasks, @mentions, and more. Who Can Do This: Anyone can filter tasks using advanced search options. To filter tasks:
Use Search Filte...
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Search tasks by transaction name to find tasks related to specific transactions. Who Can Do This: Anyone can search tasks by transaction name. To search tasks by transaction:
Search by Transaction :
Enter all or part of the Tr...
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Search tasks by name to quickly locate specific tasks. Who Can Do This: Anyone can search tasks by name. To search tasks by name:
Search by Task :
Enter all or part of the Task Name into the Search field, then click [ ] Ta...