A checklist is a project: a set of tasks with its own status and target date. Attach it to a property, or keep it standalone.
On the Tasks page, click New, then choose New checklist.
Pick a template to start from, or leave it blank.
Enter a name, add tasks and assign each one, and attach it to a property if it has one.
Choose sharing: Private, Private with people you name, or shared with the whole team.
Click Create.
Adding a checklist from a template on a listing, contract, or property also lands it on the Tasks page.
Open the Checklists tab to see every checklist. Click one to open it, check off items as they're done, reassign items, and comment on any item. Comments support @mentions.
Use the search bar, filters, sort, and saved views to organize your checklists. Use Group by to arrange them by status, owner, record, or target month.
Click the ... menu next to New, then Manage templates, to build a reusable checklist you can start new checklists from.
Who can do this: Everyone on the team.
