Sync your Paperless Pipeline tasks with Google Calendar, iCal, or Outlook to seamlessly integrate transaction activities into your daily schedule.
Keep track of your Paperless Pipeline tasks in your preferred calendar app, such as Google Calendar, iCal, or Outlook, by syncing tasks from the Tasks Page.
Syncing your tasks to your calendar lets you seamlessly integrate transaction activities into your daily schedule, helping you stay organized and up-to-date effortlessly.
You're in Control
- Sync All Tasks: Sync all your tasks to your calendar for a comprehensive task management approach.
- Sync Selectively: Use the search and filter options on the Tasks Page to selectively sync only the tasks that matter most to you.
Types of Tasks to Sync
- Key Dates: Ensure you don't miss important deadlines by syncing key dates directly to your calendar.
- Agent-checked Tasks: Receive reminders only after agents have checked them off, providing a streamlined workflow.
- @Mentions: Stay updated on tasks where you're specifically mentioned, ensuring you never miss important updates.
After Syncing
- Automatic Updates: Once tasks are synced, any changes made in Paperless Pipeline are automatically updated in your calendar app. This includes new tasks, completed tasks, and changes to task details.
- Calendar Events: Synced tasks appear as all-day events in your calendar app, with details such as due date, transaction name, and a link to the transaction in Paperless Pipeline.
- Reminders: You can use your calendar app's notification settings to receive notifications and reminders for upcoming tasks.
- Seamless Integration: Tasks integrated into your calendar can be managed alongside other calendar events, helping you maintain a holistic view of your schedule.
- Access Across Devices: Synced tasks are accessible on any device where you use your calendar app, ensuring you stay organized whether you're on your computer, tablet, or smartphone.
Sync all your Paperless Pipeline tasks to your preferred calendar app for comprehensive task management.
Who Can Do This: Anyone can sync all their tasks with Google Calendar, iCal, or Outlook.
To sync all your tasks with Google Calendar, iCal, or Outlook:
-
Go To Tasks List Page:
- Click [Tasks] from the top menu.
- Select Your Calendar:
- Click your preferred calendar link at the top of the page.
- Click your preferred calendar link at the top of the page.
- Confirm Sync:
- When prompted by your calendar app, confirm you want to add or subscribe to the Paperless Pipeline calendar.
- Stay Updated:
- Once confirmed, your tasks will be displayed in your calendar.
- Open a calender entry to view the task's Transaction Name or Property Address, along with a link to view the transaction in Paperless Pipeline.
- Once confirmed, your tasks will be displayed in your calendar.
Sync specific tasks to your preferred calendar app for targeted task management.
Who Can Do This: Anyone can sync specific tasks with Google Calendar, iCal, or Outlook.
To sync only specific tasks with Google Calendar, iCal, or Outlook:
- Go to the Tasks Page:
- Click [Tasks] from the top menu.
- Search & Filter Tasks:
- Search and / or filter for the specific tasks you want to sync to your calendar app.
Learn more about Task Searching & Filtering →
- Search and / or filter for the specific tasks you want to sync to your calendar app.
- Select Your Calendar:
- Click your preferred calendar link at the top of the page.
- Click your preferred calendar link at the top of the page.
- Confirm Sync:
- When prompted by your calendar app, confirm you want to add or subscribe to the Paperless Pipeline calendar.
- Stay Updated:
- Once confirmed, your tasks will be displayed in your calendar.
- Open a calender entry to view the task's Transaction Name or Property Address, along with a link to view the transaction in Paperless Pipeline.
- Once confirmed, your tasks will be displayed in your calendar.
Unsync or unsubscribe previously synced Paperless Pipeline tasks directly from your calendar app.
Who Can Do This: Anyone who previously synced tasks to their calendar can unsync or unsubscribe from Paperless Pipeline tasks within their calendar app.
Google Calendar
To learn how to delete or unsubscribe from a calendar in Google Calendar, check out this Google Support article.
iCal
For instructions on how to unsubscribe from a calendar subscription in iCal, read this Apple Support article.
Outlook
For guidance on deleting a calendar in Outlook, refer to this Outlook Support article.