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Checklist dropdown menu

Posted 5 months ago by SkySlope Support

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S
SkySlope Support Admin

Created By Adeline Chan

Requester

Under the Checklist tab, please add a dropdown to take user directly to the section they need...too much scrolling as we get to the end of a transaction.

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S

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi Adeline,

Thank you for the feedback! To clarify, you would find it useful to quickly navigate to the Sales Documentation, Disclosure Documentation, Reports, Miscellaneous Documentation, Closing Documents, Listing Documentation etc. sections of the checklist, is that correct?

Also, to help with the scrolling situation, we will soon be releasing a filtering feature for the checklist, where users will be able to filter out checklist items already completed.

Let us know you think that would be helpful or if you have a specific workflow you can share to help us understand the issues you're experiencing.

Thank you,

- Megan Lutes, Product Manager

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