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Sort tasks by due date to view them in chronological order within their checklists; by default, tasks appear in the original order set by an admin.
Who Can Do This? can sort tasks their personal view of tasks by date.
To so...
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Choose your preference for Checklist Scrolling: enable it to scroll through checklists independently from the main View Transaction Page, or disable it to scroll through the entire page together. Who Can Do This? Anyone can turn Checklist S...
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Mark a task as done (Agent-checked) to let admins know it is ready for their review. Who Can Do This : & without can agent-check tasks.
To mark a task done (Agent-checked):
Go to a Transaction's Checklists Area : Here's how t...
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Mark a task as not applicable (N/A) to let admins know it isn't needed.
Who Can Do This : & without can mark tasks as N/A.
To mark a task as not applicable (N/A):
Go to a Transaction's Checklists Area Here's...
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Complete a task to update the transaction's Checklist Completion Status once you've fulfilled the requirement or confirmed it was completed.
Who Can Do This : with in the transaction's location can complete tasks.
To...
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Unmark a task fulfilled by an agent and marked as done (Agent-checked) or not applicable (N/A) when more work is needed for the task or you don't approve.
Who Can Do This : with can unmark an agent-checked or n/a task.
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Add a checklist to a transaction manually when it isn't already automatically applied.
Who Can Do This : Admins and agents with Assign checklist templates to transactions permission can manually add checklists to transactions.
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Delete an unwanted checklist from a transaction.
Who Can Do This : People with this permission can add new Things. State the audience (person's role) and define any necessary permissions required to complete the action.
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Reorder a checklist by moving it up or down to change its order on the transaction.
Who Can Do This : Admins with Fully manage checklists and templates permission can change the order of checklists.
To change ...
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Pin a checklist to keep it at the top of the Checklists area, ensuring it remains visible even when new checklsits are added.
Who Can Do This : Admins with permission to Fully manage checklists and templates can pin chec...