Using Checklists

Applying a checklist means adding one to a single transaction by hand, straight from the Checklists area. Answers to the common questions about who can add checklists, automatic assignment, and adding to more than one transaction. How do I add a ...

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 your home base for a transaction's checklists. Answers to the common questions about finding it, removing checklists, scrolling, and why your view settings stick. Where do I find a transaction's checklists? In the Checkl...

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...

The completion status is a quick read on how far along a transaction is. Answers to the common questions about what the number counts, why it spans every checklist, and switching between a percentage and a ratio. What does the completion percenta...

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 ...

One search on the Transactions page finds every file still carrying an open checklist — and a hover tells you exactly what's missing, without opening a thing. Introduction Twelve closings this month and you need to know which ones are short a d...

Pipeline can put a checklist straight into an email so you're not retyping what's still missing. Which way you do it depends entirely on whether the person receiving it logs into Pipeline. Introduction You're chasing paperwork. An agent still o...