Learn how to check off tasks on the transaction →Ĭhecklist items with due dates are listed on the Tasks page where they can be managed across all transactions. Learn how to manage checklists on transactions →Īgents can check tasks to indicate they have completed a task, and admins can check tasks to approve the completion. Once a checklist is added to a transaction, admins can add, remove, or modify individual tasks on the checklist to suit the transaction. Learn how to automatically assign checklist templates to transactions → Learn how to manage checklist templates → Once a checklist template has been set up, it can either be added to transactions manually or through powerful automated rules defined by an admin. These template-level attributes save admins the time of having to define due dates and visibility on each transaction’s checklist individually. Visibility can also be set to determine who can view the tasks, minimizing clutter for those who don't need to see them. Templates can be assigned due dates relative to certain trigger dates that will be automatically assigned based on rules the admin sets up. Checklist templates are set up by an admin for use across the company's transactions.
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