Paperless Pipeline
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I am an admin.
Checklists & Tasks
Understanding Checklists and Tasks
Manage Checklist Templates
Add / Edit Checklist Templates
Add a Checklist Template
Bulk Add Tasks to Checklist Templates
Automatically Assign Checklist Templates to Transactions
Download Checklist Templates as CSV Spreadsheet Files
Highlight a Person's Task by @mentioning Them
Hide Completed Tasks from Transaction Checklists
Smart Checklists: Automatically Align Docs with Related Checklist Tasks
Set Task Visibility
Manage Key Dates
Specifying Business or Calendar Days for Task Due Date Calculations
Send Daily Email with Upcoming Tasks to a User
Opting Into or Out of Daily Tasks Reminder Emails
Add a Checklist to a Transaction
Manage Checklists on Transactions
Enable or Disable Scrolling on Checklists
Pin A Checklist On A Transaction
Download a Transaction Checklist (for Transaction Coordinators)
Tasks Page
Syncing and Unsyncing Tasks with Calendars
Ways to Use Checklists & Tasks