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Created By Travis Watts
RequesterWhen you create a task list make it so it can be put in chronological order. If you add something it goes to the bottom which is entirely ridiculous as it is easy to duplicate. Make it so you can copy list and create another - not have to re do it all......ie P&S representing Buyer vs P&S Dual Agent. Many of the tasks are the same with a few additions for the Dual Agent.
On the checklist page put a spot for Agent Representing Other Side.....
0 Votes
2 Comments
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentThanks for your feedback, Travis and Meg!
Can you tell me if I've captured your requests correctly, or if any requests are missing:
Task templates
Tasks
Travis, can you also please elaborate on, "On the checklist page put a spot for Agent Representing Other Side..."
Thanks again!
Carlo, Product Manager
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Meg Szanajda-HomeStarr Realty
RequesterI have been asking for updates for a very long time in templates...daily reporting should be in the order the deal closes..settlement date. So when we look at our daily to do list the deals closing first get top priority and then we work to the next in line....when the task was added or when the transaction is input does not hold any weight.
Copying of task templates -PLEASE PLEASE PLEASE work on this -- we can't reorder and as stated above new tasks get sent to the bottom of the page instead of where we may want to see them.
Along with this when you want to mark a task done (or remove it because it doesn't apply but b/c you can't easily copy templates you stick with your all encompassing list) you should mark the box and then have a delete feature so you can review it better. More along the lines of when you are email docs to title for support you get to select the documents from your document list.
PLEASE work on these items
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