This is the first iteration of our new task management feature. We’re getting the core into your hands now and will keep building it around your feedback.
Checklist Templates & Property Checklists
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Checklist Templates: create reusable checklists for your workflows, and attach one to a contract with the Add Template button at the top of the form.
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Assign & discuss: assign checklist items to team members and comment directly on individual tasks.
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Track progress: work checklists from each property’s task section, or see everything in one place under Tasks, with Assigned to Me and All views. Tasks
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Non-property checklists: onboarding, marketing, internal projects, anything not tied to a property.
If you’ve used tasks before, your existing tasks now appear under All.
Other updates
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Contract deadlines: new Inspection Deadline and Financing Contingency Deadline fields on new and existing contracts.
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Shared Notes: highlight text to make key information stand out. Shared Notes
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Co-listed sales: optionally count co-listed sales as half, crediting each agent 0.5 on the leaderboard.
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New filters: filter Listings, Contracts, and Properties by agent, year, quarter, month, or a custom date range.
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Vendors: search by vendor name (not just category) and switch between card and list view. Vendor List