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Set Task Visibility to control who has access to view specific tasks within a transaction.
Who Can Do This : Admins with .
To set Task Visibility on Checklist Templates:
Set Task Visibility :
Click the [eyeb...
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Last Updated: 08/19/2024
in Guides Topics Checklists & Tasks
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Last Updated: 08/19/2024
in Guides Topics Checklists & Tasks
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@Mention a person or group in a task to highlight it and make it more prominent for those @mentioned.
Who Can Do This : Admins with .
To @Mention a person or group in a task:
Add @Mention :
Add a new...
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Find a user's @Mention Name to be used
Who Can Do This : Admins with Create users and locations .
To find a user's @Mention Name:
Find User :
Find the user you wish to @Mention.
Reference User...
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Last Updated: 08/09/2024
in Guides Topics Checklists & Tasks
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Show and hide columns to customize your Tasks List; Pipeline will remember your preferences for next time.
Who Can Do This : .
To show and hide columns on:
Choose Columns:
Click [Columns ▾].
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Last Updated: 08/09/2024
in Guides Topics Checklists & Tasks
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Hide @mention text to reduce clutter on your Tasks List and make it easier to read; Pipeline will remember your preference for next time.
Who Can Do This : .
To hide @mention text on your Tasks List:
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Automatically apply a checklist to transactions based on specific criteria such as Status, Side, or Label.
Who Can Do This : Admins with .
To automatically apply a Checklist Template to transactions:
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