Add a Task Checklist
Create automated task checklists to streamline routine sales processes for leads, listings, buyers and closings. Task checklists and checklist can help you save time, reduce headaches, and convert more sales opportunities through to closings.
Before you start: You can customize the default task checklist for each stage of your sales pipeline (leads, buyers, sellers, closings, etc.). Learn how to do so in the Customize Task Checklists for Deals guide.
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Schedule a Task Checklist
Navigate to the pipeline.
Click Add task located on the bottom of the deal.
(Tip: if you had previously scheduled a task, the field will display the task due date instead. Click this.)
Select Apply task checklist.
From the menu, choose which tasks to schedule. By default all tasks in your checklist for the deal type and transaction stage are auto-selected.
To customize due date, time, and email notifications, click Advanced options. Otherwise click Apply.
Advanced Checklist Options
Due date: by default tasks are scheduled on the date specified in your checklist.
- Customize date: click on the due date associated with a task to change.
Due time: by default all tasks are schedules as all-day events.
- Customize due time:
- Uncheck the All day box to access times.
- Click the starting time to set task starting time.
- Click the ending time to set task duration.
Email notification: by default email notifications are scheduled for each task.
- Turn of email notifications by unchecking the associated box. You can choose to turn off all or some of the notifications.
- Customize when the email notification is sent by clicking on the downward facing arrow next to the reminder time.
Click Apply.
Your checklist will now appear on the deal as scheduled.
Assign Checklist Tasks
If the deal is unassigned:
From the Assign to column, click on search team members.
Select the relevant team member.
If the deal is assigned:
Tasks are assigned to the deal owner by default. To change, click on the X beside their name.
Click on search team members.
Select the relevant team member.
Click Apply.