Checklists & Tasks

Assign Every Task to the Right Person From the Template

Build a Checklist Only Certain People Can See

Build a Family of Similar Checklists Without Starting Over

Get Agents to Fill In the Fields You Need

Get a 30-Day Warning Before a Listing Expires

Make a Long Checklist Readable

Move Your Checklists Into Another Account

Set Up Tasks That Only Apply to Some Deals

Use Tasks to Track Key Dates on a Transaction

See Which Files Are Behind Without Opening Each One

Send Outstanding Items to an Agent or a Client

Give a TC Exactly the Checklist Access They Need

Run Different Checklists for Each Office

Clear the Decks When a Deal Falls Through

Find Every File Missing a Specific Form

Find One Person's Tasks Across the Whole Account

Review Your Agents' Work Before It Counts as Done

Work Your Own Task List From One Page