Checklists exist to help you be sure that no important steps or actions items pertaining to a transaction are missed. While your account may come pre-loaded with some checklists from your admin or broker, know that an unlimited number of checklists can be created.

Creating a Checklist

1. Click Checklist Library in the navigation pane.
2. Select the Checklist link at the top of the page:
   
   
   
3. Give your Checklist a name.
   
   
   
4. Click Add Task. The Task field opens.
   
   
   
5. Enter your first check list item.
   
   
   
6. To continue adding tasks, click the Add Task
   
   
7. Click Save when you're done. Your checklist appears in the Checklist library.
   
   
   

Note that Checklists can be further organized with folders, which can be added by clicking the Folders button at the top of the main Checklists page.

 Adding a Checklist to a Transaction

You can add a Checklist to a Transaction folder by clicking the Checklist button at the top of the page and clicking either Select to choose an existing Checklist to add, or Create New to make one from scratch:

To add a checklist to a transaction:

1. Open the transaction from the My Transactions page.
   
   
2. Click Checklists.
   
   
   
3. Click Select.

4. Select your checklist from the Create Forms and Documents window.
   
   
   
5. Click Next. The Checklist appears in the Transaction window.

Working with a Checklist

To open your checklist, double-click on it. The list of tasks opens.

Once the checklist has been added to a Transaction folder, you can click Associate Documents next to any item to 'tie' any folder items to that task For example, if I obtained a detailed floorplan or survey, I could upload that document into the Transaction folder and associate it with a "Take Measurements" task: