Your Tasks & Reminders

An agent-checked task is one an agent has finished and flagged for admin review — it carries a distinct mark and waits for an admin to verify and complete it. Answers to the common questions about what the mark means, why checked tasks still show fo...

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 dead deal shouldn't keep sending reminders. Clear its checklist without throwing away the record you may still need. Introduction The offer collapses. You move the transaction to Fell Through and get on with your day — and the next morning ...

A completed task is one an admin has verified and checked off. Completed tasks drop off your Tasks page, and you can hide them on transaction checklists. Answers to the common questions about hiding them, finding them again, and who can mark a task ...

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 ...

The files that have a document are a doc search. The files that don't are a task search — and that's the one compliance actually asks for. Introduction The state changed the disclosure and every open file needs the new version. Or a broker revi...

A Pipeline task has no "assigned to" field, so one person's work is found two ways — by the @mention that names them, or by the transactions they're on. Introduction A broker wants to know what's on the coordinator's plate. Someone's leaving ne...

Marking a task Not Applicable sets it aside because it doesn't apply to the deal. Answers to the common questions about how to mark tasks Not Applicable, who can do it, and how it affects a checklist. How do I mark a task as Not Applicable? Ho...

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...

Your agents say a task is done. You decide when it actually is — and the agent-check is the handoff between the two. Introduction You're the one who answers for the file. When an audit lands or a deal gets questioned, "the agent told me it was ...

The Tasks page is your personal list of every task with a due date, across all your transactions. Answers to the common questions about missing tasks, due-date colors, who sees what, and checking tasks off. Why isn't my task showing on the Tasks ...

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 ...

Search finds a task by name, filters carve the list by its details, and sort arranges what's left. Answers to the common questions about finding one task, seeing only your @mentions, why "Due Today" leaves out overdue work, and filtering to one agen...

Narrow the Tasks page to an exact set — search by task or transaction name, then filter by @mention, agent, due date, status, and more. Introduction The Tasks page holds everything due across every transaction you can reach, which on a busy acc...

Your Tasks page shows every task you can see, which on a busy account means everyone's work. A little setup turns it into your list, one click from Home. Introduction If you're an admin, an office manager, or a transaction coordinator, you can ...