Setting Up Checklists & Tasks

Setting up Checklists and Tasks

Introduction 

Set Up Checklist Templates

Add Checklist Templates

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Set Checklist Templates to Automatically Apply

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Optimize Tasks

Add Tasks to Match Your Standard Doc Names 

@Mention People or Groups

Add Relative Due Dates

Set Task Visibility Type

Designate Key Date Tasks

Allow Agents to Edit Tasks

Grant User Permissions

Grant Agent Permissions

Grant Admin Permissions

Other Related Settings

Add & Manage Business Holidays

Set Preferred Checklist Settings

Send Daily Task Reminder Emails

Use Checklists

Use Checklists on Transactions

Train Your Team to Use Checklists