Subheadings in Task Lists

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Jessica Stagers

Requester

We just moved over to Skyslope and are working on getting to know the program best. One thing that would be really helpful would be to have Subheadings in the Task Lists. The previous program we used allowed us to block tasks into a timeline of a transactions.

For example:

Take a listing it has different parts.

1. The initial input and documents that come with it.

2. Setting up of the marketing and on boarding

3. Under contact

4. Post closing.

I have updated a copy of the previous task list we hope to strive to resemble. We really like that Skyslope took us from using 4 programs down to one, but really feel some areas could be improved for better function and flow all the way around. (I can send an attachment if need be for a better look.) Thank you! Jessica Stagers

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Jessica!

Kylee from the Product team here at SkySlope. Thank you for taking the time to provide us with your feedback and with the example in the screenshot. Would you want the subheading names to be customizable for each file? Or are there some specific categories that you would want agents to be able to utilize?

I've documented your request for our team to review, and we will monitor this post for up-votes and comments.

Happy SkySloping!

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SkySlope Support posted about 1 month ago Admin

Created By Jessica Stagers

Requester

Kylee,

Thank you for your response. It would be great to have them customizable all around. The checklist we do for our company is mainly completed by the admin in our office vs the agents.

Thank you for your consideration.

Respectfully,

Jessica

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