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Last Updated: 07/24/2024
in Guides Bridge Links
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Last Updated: 07/24/2024
in Guides Bridge Links
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Last Updated: 07/24/2024
in Guides Topics Checklists & Tasks
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Choose your preference for viewing the Checklist Completion Status on transactions, either as a percentage or ratio.
Who Can Do This : Anyone with access to view a transaction will see any tasks set to a Visibility Type they hav...
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Setting your company’s checklist preferences helps admins and agents maintain efficient workflows by determining how checklists are added, displayed, and managed on transactions.
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Show Completed Tasks in transaction checklists. Who Can Do This : can set account-wide preferences. To hide Checklist Completion Percentage from agents: Access Company Settings . Scroll to Settings : Scroll down to the section...
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Hide Checklist Completion Percentage from agents on transactions when agents aren't heavily driven by completion metrics and only admins need to see it.
Who Can Do This : can set account-wide preferences.
To hide Ch...
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Hide @mention text to reduce clutter in your checklists and make tasks easier to read, and Pipeline will remember your preference when you return.
Who Can Do This? Anyone can show or hide @mention text from their personal view of...
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Start with the action ("Add a Thing...") and highlight the benefit to provide an action-oriented summary that highlights what the reader will learn to do and the benefits they will gain.
Who Can Do This : People with this ...
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