Checklists

Checklists are a great way to ensure your internal processes are followed during every transaction. These internal checklists will help you ensure consistency across transactions and make sure no mistakes are made.

Creating a new checklist

1. Navigate to your organization settings (Organization > Settings) and select “Checklists”.
2. Click “New Checklist” and enter a name and description. Click “Save.”
3. Click “Edit” on your new checklist, and then click “Add Task.”
4. Add any task details like documents needed and requirements. Reorder by dragging the tasks into the proper order.

Checklists and tasks are easily editable at any time with the various "Edit" buttons.