Access & View Your Tasks List
Your Tasks List on the Tasks Page is your go-to space for managing overdue and upcoming tasks across all transactions, keeping you organized and on top of deadlines.
Personalize Your Tasks List View
Your Tasks List prioritizes tasks by due dates across transactions and offers a customizable view for efficient, personalized management.
Sort & Search Tasks
Quickly find tasks using the sort, search, and filter options on the Tasks Page.
Save Task Shortcuts
Save custom sorts and searches for quick access to tasks you need frequently.
Sync Tasks to Your Calendar App
Sync your Paperless Pipeline tasks with Google Calendar, iCal, or Outlook to seamlessly integrate transaction activities into your daily schedule.
Complete Tasks
Admins complete tasks themselves or verify and complete tasks marked by agents. This updates the Checklist Completion Status to reflect accurate transaction progress.