Show number of REQUIRED or INCOMPLETE items per transaction

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Elinor Howell

Requester

In searching for a property to check its status for closing, I thought it would be super helpful to be able to quickly see how many REQUIRED or INCOMPLETE checklist items the transaction has, just like we can easily see what the status of the deal is (Active/Pending/etc).

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SkySlope Support posted about 1 month ago Admin

Created By Elinor Howell

Requester

Hi Kallie, thanks for your questions!

I'm not so much interested in what's "Pending", since those are in limbo with the reviewing broker and no longer the agent or TC's responsibility, but what's been rejected/marked "Incomplete" and what hasn't been submitted yet/is still "Required", so short answer is "no" from me, but others might find it useful.
I'm ambivalent about the number of completed items. It might be helpful for some to see it as a kind of progress meter, but my priority is what's undone or needs revision.
Maybe to address both questions above, it could have a visual progress bar like a loading bar with three colors, one for each of the statuses of the documents in the file?

Thank you!

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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

Hi Elinor!

Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:

Would it be helpful to have a "pending checklist items" number added in the preview when searching a file?
Would it be more beneficial to display the number of items completed or not completed - (i.e 15/25 checklist items completed) shown in the preview for the file?

Thanks again and have a great day!

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