Start managing and tracking all of your transaction activities in relay® and never lose track of important deadlines.
You will need to create a Checklist Template before you can activate one. If you haven't created a Checklist Template yet and need to know how, please read Knowledge Base Article KBA-01359.
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:
You will now see the Checklist Template you want to activate in the list. Activate the Checklist Template by clicking on the red X to the right of the Checklist Template. The red X will turn to a green checkmark:
Once you activate the Checklist Template, you may now apply it to a transaction. If you need help applying a Checklist Template to a transaction, please read Knowledge Base Article KBA-01356.
