Edit Task Checklists

Customize your task checklist for each deal type and stage of your sales funnel. Then, schedule all of your checklist tasks from one screen for quick and easy task management.

Skip ahead to...

• What is a task checklist?
• Set up your task checklist
• Adding a new task
• What if I don't want to schedule my checklist for each stage?

What is a task checklist?

You (or your team) have a checklist (buyer and  seller) of items to complete for each stage of your sales funnel. Set your checklist up as a task checklist in your real estate CRM.

Once you've done this, you'll be able to schedule all of your tasks for that stage at once from a single window!

Set up your task checklist

Click the gear icon in the bottom left.

Click Pipeline.

Make changes in the task checklist matrix

• Pipeline stages are labelled across the top.
• Deal types are labelled on the left.

To edit your task checklist for a stage of your pipeline, click on the tile that corresponds with the deal type and pipeline stage you want to edit.

Example: to edit the suggested tasks for any buy deals in the leads stage:

• Hover your mouse over the tile that is in the "buy" row, and the "leads" column.
• Click Edit checklist. (If there are no pre-existing tasks for that stage, it will say "create checklist".)

The customize checklist window displays:

• Task name: specifies the task to be completed.
• Number: the default of 0 means the task's due date is the day the checklist is scheduled (this can be manually changed).
  • If you want to stagger your checklist then enter the number of days after which you want that task to be due.
  • Example: if you always schedule a follow-up call two days after setting up a property search for prospective buyers, you would add a task named "Follow up call" and put "2" days.
• Time period: tasks can be scheduled days, weeks, months, or years out.
• Garbage icon: remove a task.

Adding a new task

From the task matrix, click Edit checklist.

Type the task name into the Add task name field.

Set the time period you want it to be due.

• The time period will auto-calculate the task due date based on the interval you have specified.
• The default of 0 days means the task will be due the day your checklist is scheduled.
• You can also modify the due date and time of tasks when scheduling your checklist for a deal.

Click Save new.

Repeat these steps to customize your checklist for each deal type and pipeline stage.

What if I don't want to schedule my checklist for each stage?

The matrix allows you to specify your checklist for each stage of your pipeline. If, however, you don't want to apply your checklist each time you move your deal to a new stage you can schedule your entire checklist checklist in the "leads" column of the matrix.

Pros:

• You can schedule all tasks for the transaction from one screen.

Cons:

• If the deal is lost, you will have a lot of manual tasks to delete.

The CRM does not automatically delete the tasks for lost deals because the system doesn't have a way of knowing whether you want to complete the tasks regardless. For this reason we strongly recommend applying your checklist each time your deal moves to the next stage in your pipeline.