Here is a quick video rundown of using the Manage Checklists page in the Admin Hub. This video goes over creating new Checklists, editing an existing Checklist, and even copying Checklist from one office to another. Check it out!

VISUAL GUIDE 

Managing Checklists Basics

Access Checklists:

1. Click on your name in the upper right corner. 
2. Select Admin.
3. Now you're in the Admin section and should be taken to the Manage Checklists page. From here, you can access all of your office/brokerage's Listing and Transaction Checklists.

Select Office:

If you have access to multiple offices, you will use this drop-down to select which office's Checklists you want to work on. 

Select Checklist Type:

Use this drop-down to select if you want to work on Listing or Transaction Checklists.

Copy Checklists to Another Office:

This tool allows you to quickly and easily copy Checklists from one office to another! Learn how.

Default vs. Custom Checklists:

In SkySlope, there are two different types of Checklists: Default and Custom. Default Checklist types are available in all SkySlope accounts and cannot be deleted. Instead, you can choose to Show or Hide those Checklists. Custom Checklists are Checklists that your brokerage has created and they can be deleted.

Edit a Checklist:

To edit a Checklist, simply click on the Checklist name. This will take you to a list of items on that Checklist. From there, you can customize individual Checklist items or add new items. Learn more about adding items to an existing Checklist or editing items on an existing Checklist.

For a more in-depth walk-through of how to complete these specific tasks, check out these videos:

• How to Create a New Checklist
• How to Add New Items to an Existing Checklist

Check out these additional Checklist features!

• How to Share Checklists Across Offices
• Using Flags and Inbox Update

If you have any other questions about managing Checklists, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800.507.4117, send an email over to support@skyslope.com or start live chat with us at support.skyslope.com! Happy SkySloping!