- The master list of current Transaction Checklists and Property (Listing) Checklists.
- Click on a property to open its checklist. Tasks can be adjusted and assigned here, or hidden if not used for this transaction.
- The Notes section is for specific task notes such as what vendor completed a task. If there is a note attached, the clipboard will be highlighted green. Hover over the note to see its content. Notes are saved with the checklist, but only one note per item.
- Checklists should be marked as Completed once totally finished.