Start managing and tracking all of your transaction activities in relay® and never lose track of important deadlines.
Solution
Follow the steps below:
Step 1:
Click on the Activities link at the top of the screen:
Step 2:
Click on the Checklist Templates button:
Step 3:
Click on the type of Checklist Template you wish to create (You will get a list of the Activities within a Checklist Template by clicking on it):
Step 4:
Click on the Copy Template button:
Step 5:
Name and Describe your Checklist Template, and then click on the Save Template button:
Step 6:
You will now see the new Checklist Template you created in the list. Activate the new Checklist Template by clicking on the red X to the right of the Checklist Template. The red X will turn to a green checkmark:
You may update and add activities, or documents by clicking on the Checklist Template in the list.
