Customizing Checklists

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...

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...

Decide once, on the template, who owns each task — and let that decision ride onto every transaction the checklist touches. Introduction A checklist where every task belongs to everyone is a checklist nobody owns. In practice the work is alread...

Some work isn't the agent's business — the compliance review, the commission math, the file your TC quietly runs. You can put it on a checklist that never shows up in their world at all. Introduction Every office has a set of tasks that belong ...

Most of your checklists are one list with a few tasks swapped. Copy the one you already trust, change only what's different, and let each version carry its own trigger. Introduction A purchase is a purchase until it's a lead paint purchase, or ...

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...

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...

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? ...

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...

Pipeline can't make a field required, but a checklist can make it hard to skip — and once it's built, the chasing runs itself. Introduction You've asked three times. The listing date is still blank, the buyer's name never got entered, and the l...

Pipeline's built-in reminder gives your agents five days' notice. Any lead time longer than that, you build yourself — out of a single checklist task. Introduction Five days is enough to notice a listing is expiring. It isn't enough to reach th...

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...

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...

Pipeline has no priority flag, no color picker, and no bold button. What it has is a name field on every task — and that turns out to be enough. Introduction A twenty-eight item closing checklist is a wall of identical grey lines. Somewhere in ...

Opening a second office or standing up a franchise account? Your checklist templates can come with you — by hand for free, or by our Tech Team for a fee. Introduction A new account starts empty. If your process lives in a dozen checklist templa...

A well and septic addendum belongs on rural properties, not on condos. Build your templates so the conditional paperwork lands on the deals that need it and never shows up on the ones that don't. Introduction Every office has them. The lead-bas...

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...

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 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...

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...

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 ...

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...

One flag turns a checklist task into a milestone — and milestones show up on your coversheets, in your calendar, and inside your client emails. Introduction A key date is a checklist task you've flagged with the key icon. That's the whole defin...