Sharing Checklists Across Offices

If you're a multi-office admin or broker, here's a huge time-saving tip! With just a few clicks, you can copy a Checklist from one office to another. Keep reading to learn how.

Let's get started!

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. When logged into SkySlope, click on the blue SkySlope icon in the upper right corner. From there, select Admin to go into the Admin section. Once in the Admin section, click on the Manage Checklists tab. 

2. Use the drop-down menu at the top of the page to the office you want to copy a checklist from. Use the other drop-down to view either Listing or Transaction Checklists. Locate the Checklist that you want to copy to another office and check the box to the left of the Checklist name. 

3. After selecting the Checklist, scroll up to the top of the page. Use the drop-down in the upper right corner to select the office you want to copy the Checklist to, then click on Copy. 

And that's all it takes to share Checklists! 

If you have any other questions about copying Checklists, don't hesitate to contact our 24/7 Support Team! We are available by phone at 800.507.4117, send an email over to [email protected], or start live chat with us at support.skyslope.com!

Happy SkySloping!