Real Estate Software
Real Estate Software Real Estate Software
Support


How to create a Checklist Template
KBA-01359


Description

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.



Did this resolve your problem?






RESOURCES
relay® Login
Documentation


TRAINING
Live Online Training
Find a Trainer
Become a Trainer
Trainer Tools






REALTOR Secure;reg; sites follow best practices.
spacer
spacer spacer spacer

©Copyright 2009, zipLogix. All Rights Reserved