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Delete an unwanted Checklist Template you no longer need.
Who Can Do This : with .
To delete an unwanted Checklist Template:
Delete Template :
Click the [⚙️] to the right of the template you want to del...
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Download a Checklist Template to back it up or share it with external managers and admins.
Who Can Do This : with can download Checklist Templates.
To download a Checklist Template:
Download Template :
Click t...
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Copy an existing Checklist Template to duplicate it, then make modifications to the copy as needed.
Who Can Do This : with .
To copy a Checklist Template:
Copy Template :
Click the [⚙️] to the right of ...
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Edit an existing Checklist Template to keep tasks up to date.
Who Can Do This : with .
To make changes to an existing Checklist Template:
Open Template :
Click the name of the template you want ...
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Add a new Checklist Template to track tasks for docs that need to be uploaded or actions that need to be completed on transactions.
Who Can Do This : with .
To add a new Checklist Template:
Add Template :
...
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Access and view Checklist Templates to add new templates, edit and copy existing ones, download them, and more.
Who Can Do This : with .
To access & view Checklist Templates:
View Templates :
View t...
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Last Updated: 08/19/2024
in Guides Topics Checklists & Tasks
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Designate a Key Date Task as an important timeline date on your transaction coversheets, synced to your calendar app, and autofilled into emails and message templates.
Who Can Do This :
To designate a new Key Date task:...
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Last Updated: 08/19/2024
in Guides Topics Checklists & Tasks
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Set Task Visibility for tasks on transaction checklists, ensuring tasks are only seen by the right people.
Who Can Do This :
To set a transaction task's Visibility Type:
Set Visibility :
Hover over t...