Using Checklists and Tasks
Introduction
Checklists on Transactions
Access & View Checklists on Transactions
Add & Manage Checklists on Transactions
Personalize Checklists on Transactions
Fulfill Tasks (for Agents)
Complete Tasks (for Admins)
The Tasks Page
Personalize Your Tasks List View
Your Tasks List prioritizes tasks by due dates across transactions and offers a customizable view for efficient, personalized management.
Sort & Search Tasks
Quickly find tasks using the sort, search, and filter options on the Tasks Page.
Save Task Shortcuts
Save custom sorts and searches for quick access to tasks you need frequently.
Sync Tasks to Your Calendar App
Sync your Paperless Pipeline tasks with Google Calendar, iCal, or Outlook to seamlessly integrate transaction activities into your daily schedule.
Complete Tasks
Admins complete tasks themselves or verify and complete tasks marked by agents. This updates the Checklist Completion Status to reflect accurate transaction progress.
Daily Task Reminder Emails
The Daily Task Reminder Email updates you each morning on your overdue, current, and upcoming tasks, providing a clear and prioritized view with quick links to log into Paperless Pipeline and take action.