Checklists

Checklists, documents, tasks

Taylor Rief avatar Marianna Asatryan avatar
12 articles in this collection
Written by Taylor Rief and Marianna Asatryan

Assigning checklists

Assign a checklist, submit documents for review, upload documents
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

Assigning documents from "Unsorted"

Assign, assign documents, documents, checklist
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Written by Taylor Rief
Updated over a week ago

Calendar and tasks

Assign, calendar, checklist, task, users
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

Can transaction be closed without completing a checklist?

Checklist, close, transaction
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

Custom dates and checklists

Add custom dates to transaction fields and tie those dates to any task on a checklist.
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

"Daily tasks due" email notification

Checklist, email, notification, task, task due
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Written by Taylor Rief
Updated over a week ago

How to add a task to the checklist

Assign tasks, documents, missing task, tasks, users and tasks
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

How to delete a checklist?

Checklist, delete, documents
Marianna Asatryan avatar
Written by Marianna Asatryan
Updated over a week ago

How to edit a task date?

Dates, due date, edit, edit date, overdue, tasks, tasks due
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

How to void a checklist?

Checklist, documents, void
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Written by Taylor Rief
Updated over a week ago

Setting up checklist templates

Checklist, set up, templates
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

Who a task should be assigned to?

Assign, checklist, task, transaction owner
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago