Task List templates

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Keri Califano

Requester

I'm a CHECKLIST fiend and think it would be great to have the ability to "copy" a checklist so that we don't have to create a whole new one. Would also be great if we could move a task from one task template to another.

Thanks!
Keri

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3 Comments

SkySlope Support posted about 1 month ago Admin

Created By Meg Szanajda-HomeStarr Realty

Requester

We use skyslope as a company. Our agents do not use it as individuals to take care of their deals we upload and create transactions and manage all files.

Our task lists can have many many reminders throughout the course of each file depending on if it is a buyer or a seller or for area if in the city or the suburbs.

Creating a task list is very hard because you need to set it up completely independently of what you may have already.

Basically been asking about this for the entire run of our subscription. Have asked many of my reps about it as well.

Why Can't we copy a task list. Why can't we sort within a task list.

This system is NOT user friendly....

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Keri,

Chris from the SkySlope product team here. Did the reply above answer your question regarding your checklist comment?

Also, thanks for the feedback on Tasks. We're looking into ways to make Tasks more useful and easier to use, and this feedback helps.

Thanks,

-Chris

Senior Product Manager

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SkySlope Support posted about 1 month ago Admin

Created By Gilmourlead

Requester

Keri, you have to create a new checklist list EACH time you start a new transaction?

Our Checklist auto-populates, when we start a new transaction. We don't have to copy it or create new ones each time. I wonder if that's a broker thing...

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