Who It’s For:
The Task List is for all users — agents, admins, brokers, and transaction coordinators. It ensures that every required step or document is tracked and completed on time within each transaction.

Video Walkthrough

What it Does

The Task List provides an organized, transaction-specific checklist for all tasks and document requirements. It allows users to:

• Track progress and completion of tasks.
• Automatically apply templates when creating or updating a transaction.
• Manually add, edit, or reassign tasks as needed.
• Upload and attach required documents directly from the list.

Where to Access

Open any Transaction and locate the Task List panel on the left-hand side of the transaction details.
If task templates are set to apply automatically, they will appear here when a transaction is created or its status changes.

Managing a Task List

Adding a Task List

1. Click the “+” icon at the top of the Task List panel.
2. Select one or more Task Templates from the list (e.g., Listing Tasks, Documents).
3. Click Save to apply them to the transaction.
   • Tasks will automatically populate with due dates based on the relative date rules set in the Task Template.
   • Assigned users will see their tasks in both the Task Widget and the Task Manager.

Completing and Editing Tasks

1. Check off tasks as you complete them — completed tasks will be hidden automatically.
2. Click Show Completed Tasks to view them again.
3. Use the More Actions menu on any task to:
   • Mark as In Progress or Not Applicable.
   • Edit task details (due date, assignee, notes) if you have permission.
4. The system automatically updates the percentage complete for the entire list.

Adding Individual Tasks

1. Click the “+” icon within the list to add a single custom task.
2. Enter the Task Name and assign it to yourself or another user.
3. Select a Due Date.
   • These ad-hoc tasks are useful for one-off needs, such as reminders from a client conversation or follow-up actions.

Bulk Reassigning Tasks

When another user takes over a transaction:

1. Select one or more tasks (or use Select All).
2. Click Reassign Tasks.
3. Choose the new assignee.
   • This is commonly used when an agent, coordinator, or admin change occurs mid-transaction.

Document Upload Tasks

For any task marked as a Document Type:

1. Click the upload area within the task.
2. Choose the appropriate Document Title.
3. Upload your file — it will automatically move into the correct Documents section for that transaction.

FAQ

Q: Can I manually add tasks even if a template is already applied?
A: Yes. You can add individual tasks at any time to cover unique or one-off requirements.

Q: Why don’t I see some tasks?
A: Completed tasks are hidden by default. Click “Show Completed Tasks” to view them again.

Q: Can I reassign multiple tasks at once?
A: Yes. Use the bulk select feature to reassign all or specific tasks to another user.

Q: How do document tasks differ from normal tasks?
A: Document tasks include an upload button and link directly to the transaction’s Documents section when completed.

Q: Will automatic tasks change if I modify a template later?
A: No. Task lists already applied to transactions remain as they were when created.