Checklists

Take tasks and organization, to the ultimate level with Checklists.

Whether you are a solo agent, a finely tuned team of agents, or a lone ranger with a dedicated assistant, you’re going to love checklists. Digitize your to-do’s that are standardized and process-driven in order to stay on track, on task, and ahead of your competition. Honestly, your clients will be shocked at your level of attentiveness! We’ve seen it countless times.

We’ve pre-baked a few Checklists already in your system, awaiting you to launch them. Or, roll up the sleeves and start processing out your own custom Checklists.

Intro to Checklists

What makes checklists powerful?

A Checklist is a pre-defined set of Tasks that you can easily create all at once. They can be launched manually throughout Reach CRM. This allows users to launch a Checklist when doing other tasks in Reach like:

• Creating a new Listing: Use the "Add Checklist" section to attach a Checklist to your new Listing
• Adding a new Lead: Use the "Add Checklist" to launch a pre-defined set of to-do’s for a new client so you don't forget about them
• Receiving an accepted offer: Congrats! "Add Checklist" to create your Transaction Tasks.

Creating a Checklist

Pre-Made Checklists

Pre-made Checklists are made by our team at Reach and ready for you to start on the right foot and available to you immediately. All you need to do is the following:

1. In the sidebar, click on Tasks
2. Click Checklists/Automated Tasks in the right corner
3. Under Checklists in the left side menu, Select Create Checklist
   • Here you will find the list of Reach-made Checklists.
4. Select the Pre-made Checklist you would like to make your own
5. Optionally make any changes to any of the Tasks (eg. Add/Remove/Edit)
6. Click Create Checklist

The Checklist will now appear in the area called My Checklists in the left side menu. Now it is ready to use!

Custom Checklist

You can start fresh with fully customized Checklists, that turn your paper sticky notes into digital Must-Do’s.

1. In the sidebar, click on Tasks
2. Click Checklists/Automated Tasks in the top right corner
3. Under Checklists in the left side menu, select Create Checklist
4. Under the Custom header, select New Checklist from scratch
   • A dialogue box now appears like below:
5. Specify a Checklist Name
6. Optionally Assign a Delegate as the default delegate for all the Checklist Tasks.
   • (Refer to Delegate An Item for more information on delegation)
7. Optionally add a default Relative Due Date for all the Checklist Tasks.
   • (Refer to the Relative Due Date Types table for more information)
8. Optionally set any default Repeat settings for all the Checklist Tasks.
   • (Refer to the Repeat Tasks for more information)
9. Optionally set any default Reminders settings for all the Checklist Tasks.
10. Optionally set any default Tags for all the Checklist Tasks.
    • By default the Relative Due Date type is added as a tag but this can be removed if not desired. Tags help with searching for Tasks (read about Saved Searches for more information)
11. Add Tasks to the Checklist.
    • All Tasks that you add will inherit the default Delegate, Relative Due Date, Repeat settings, Reminders, and Tags from above but can be individually edited.
    • You must have at least two Tasks in a Checklist.
12. Optionally set the Checklist to Automatically Create Tasks
    • This option is only available if you have a Relative Due Date set and it is set to a Client, Listing, or Transaction date type.
13. Click Create Checklist

info

A Checklist will not automatically create Tasks that are due prior to the creation of the Checklist itself. For example, a Checklist that creates a Task due "1 week after Client Created Date" will not create any Tasks for Clients that were added to Reach more than 1 week ago.

Copy a Team Members Checklist

If you are on a Team in Reach, you may notice a section called "Team’s Checklists" in the left sidebar of Checklists. This option allows you to copy a Team Member's Checklists and make it your own (providing they have granted permission access for you to View their Checklists)

Here are the steps to copy a Checklist:

1. In the sidebar, click on Tasks
2. Click Checklists/Automated Tasks in the right corner
3. Under Checklists on the left
   1. Select Team’s Checklists
   2. Find the Team Member Checklist you wish to copy and use.
   3. Click the Copy icon.
   4. Wait for the "Checklist Duplicated" confirmation
4. Go to My Checklists to edit or use your new Checklist.

Using Your Own Checklists

If you have your own Checklists that are set up to Automatically create Tasks, then there's not much more you need to do! Your Tasks are being created for you and can be viewed on the Tasks page. But if "Automically Create Tasks" is not turned on, you now need to launch your Checklists.

Launching From The Checklist Dialog

You can launch a non-automatic Checklist from the Checklist dialog.

1. In the sidebar, click on Tasks
2. Click on Checklists / Automated Tasks in the top right corner
3. Select My Checklists in the left menu
4. You can Assign Checklists to a certain Client, Listing, or Transaction, or you can Add the Checklist's Tasks directly (only applicable for Checklists not required to be linked to an item)
5. (If 'Assign' Clicked) In the dialog that appears, select the Tasks in the Checklist you wish to add.
6. (If 'Assign' Clicked) Click Assign to confirm

OR

5. (if 'Add' Clicked) Confirm the creation of Tasks by clicking OK

Launching From a Client / Listing / Transaction

You can launch a non-automatic Checklist from within the details of a Client, Listing, or Transaction.

1. In the sidebar, go to Contacts, Listings, or Transactions
2. Click on the item in the table to open its details on the right
3. Scroll down to the Activity section
4. Click on Add Checklist
5. In the dialog that appears, select the Checklist(s) that you want to add to the item
   • Note that Automated Tasks and Automatic Checklists are selected by default
6. After making your selection, click Select

Using a Team Member's Checklists

If someone one your team has given you permission to view their Task Checklists, then you can use them for your items! Using a non-automatic Checklist is exactly the same as the process described above in Using Your Own Checklists. However using a team member's automatic Checklist is more nuanced.

Using a Team Member's Automatic Checklist

By default, your team member's Checklists will not automatically create Tasks for your items as this could create hundreds of Tasks unbeknownst to you at a moment's notice!

In order to use a team member's Checklist to automatically create Tasks:

1. In the sidebar, click on Tasks
2. Click on Checklists / Automated Tasks in the top right corner
3. Select My Team's Checklists in the left menu
4. Check the Automatically Create Tasks For My Items checkbox on your team member's automatic Automated Task.

Now the Checklist is being used to automatically create Tasks for you. Also, any changes made to the Checklist by you or your team member will affect both of your Tasks.