Learn how to Set Task Visibility on Checklist Templates → Edit a Task's Due Date That way, every time the template is used to add a checklist to a transaction, its tasks will already have their visibility set. The best way to set Task Visibility for a task is to set it on the Checklist Template. Now, only those that have access to the Visibility Type you selected will be able to view the task. Select the appropriate Task Visibility option.Here is an example of a typical task office's task workflow: Tasks can only be checked as fully completed by admins, while agents can mark tasks as done ( Agent-checked) or not applicable ( N/A) to indicate they're ready for an admin's review. Once a checklist has been added to a transaction, it can be refined and altered to be specific to the transaction it was added to (and will not impact the template it was based on).Īgents and admins may check off tasks on transactions to track and communicate the status of each task. Once a Checklist Template is set up, it can be added to transactions manually or, preferably, automatically based on rules defined by an admin. Tasks are items on a c hecklist that represent documents or actions that need to be uploaded or completed.Ĭhecklist Templates are set up by an admin for use across the company’s transactions. Show Completion Status as Percentage or RatioĬhecklists help admins and agents stay in compliance by tracking tasks that need to be completed on a transaction.Learn how to manage and view checklists and tasks on transactions.
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