Checklists & Tasks

Build a new checklist template from scratch — name it, pick the locations that use it, and load it with the tasks a deal depends on. Introduction Every office has a process that lives in somebody's head. The eleven things that have to happen be...

Build a checklist once as a template, then let Pipeline apply it to every transaction that needs it. Introduction Every listing needs the same set of documents, and typing them onto each new transaction is work you already did last week. A chec...

The tasks on a checklist are the documents to collect and the steps to finish on a transaction. Introduction A checklist template is an empty shell until you tell it what to track. Document Names or Tasks to Track is where that goes: one line...

Mark a task as a key date and its deadline flows onto coversheets, calendars, and your emails. Introduction Most tasks on a checklist are work. A few are dates the whole deal turns on: acceptance, the inspection deadline, the day it closes. Fla...

Type @ and a name to highlight a task for the person who owns it, right where they'll look. Introduction Two or three people work the same file, the checklist runs long, and nothing on it says whose task is whose. An @mention is how you mark on...

A due date is what puts a task on your Tasks page, into your reminder emails, and onto your calendar — and taking it back off is how you quiet a task you no longer need. Introduction A task with no due date sits on its checklist and waits for s...

Decide who sees each task, so every person gets just the tasks that belong to them. Introduction Not everything on a checklist is meant for everyone. The back-office steps a coordinator works through are noise to the agent whose deal it is, and...

Add a checklist to a single transaction by hand — for when it wasn't assigned automatically. Introduction Most checklists arrive on their own, matched to the transaction by rules an admin set up in advance. Then comes the deal that doesn't fit ...

The Checklists area is where a transaction's checklists live — expand them, reorder them, and set how they display. Introduction Every transaction keeps its checklists in one place, in the left menu under Checklists. Whatever landed on the deal...

See how far along a transaction is at a glance — shown as a percentage or a ratio of completed tasks. Introduction You want to know where a deal stands without reading the whole file. The completion status in the corner of a transaction's Check...

Keep the checklist that matters most at the top of a transaction, even as new ones are added. Introduction A transaction picks up more checklists as it moves: a listing list, then an under-contract list, then whatever the amendments bring. The ...

Access decides who can see a transaction's checklist and each task on it — and in Pipeline, that comes down to who's on the transaction and the visibility set on each task. Introduction A checklist can hold work for four different people, and m...

Permissions decide what someone can do with checklists: apply them to transactions, build and edit templates, and check tasks off. You set them per user, per location. Introduction Two people can open the same transaction, see the same checklis...

When an agent checks off their own task, Pipeline flags it as agent-checked — done on the agent's end, waiting on an admin's approval. Introduction Agents want to say "that's done." Admins need to say "that's verified." Those are two different ...

A completed task is one an admin has verified and checked off — and Pipeline can hide completed tasks so your checklists stay clean. Introduction Checking a task off is the last thing that happens to it. An admin looks at what came in, decides ...

Some tasks on a checklist just don't apply to a given deal — mark them Not Applicable to set them aside without pretending they're done. Introduction Checklists are built for the general shape of a deal, not the one in front of you. A cash sale...

The Tasks page gathers every task with a due date across all your transactions in one place — shaped by the columns you show and the order you sort. Introduction The work you owe is scattered across dozens of transactions, and opening each one ...