This is the first iteration of our new task management feature. We're getting the core into your hands now and will keep building it around your feedback.

Checklist Templates & Property Checklists 

• Checklist Templates: create reusable checklists for your workflows, and attach one to a contract with the Add Template button at the top of the form.

• Assign & discuss: assign checklist items to team members and comment directly on individual tasks.

• Track progress: work checklists from each property's task section, or see everything in one place under Tasks, with Assigned to Me and All views. Tasks 

• Non-property checklists: onboarding, marketing, internal projects, anything not tied to a property.

If you've used tasks before, your existing tasks now appear under All.

Other updates

• Contract deadlines: new Inspection Deadline and Financing Contingency Deadline fields on new and existing contracts.

• Shared Notes: highlight text to make key information stand out. Shared Notes 

• Co-listed sales: optionally count co-listed sales as half, crediting each agent 0.5 on the leaderboard.

• New filters: filter Listings, Contracts, and Properties by agent, year, quarter, month, or a custom date range.

• Vendors: search by vendor name (not just category) and switch between card and list view. Vendor List