Automatic relative due dates on tasks, better doc sorting, and more!

We’re excited to announce some brand-new features designed to make your admins’ and agents’ lives easier.

Relative Due Dates on Tasks
Your checklist templates and tasks can now have due dates defined relative to acceptance date, close date, and transaction creation date. That means that in many cases, you won’t have to manually add due dates to each task on a transaction.

Add relative due dates to your checklist templates by going to “Admin” and selecting “Checklist Templates.” Choose the template you want to edit, then click the calendar to select a trigger date and time frame relative to that date. Click “Set Date Rule” to save. These date rules will be applied every time the checklist is added to a transaction in the future.

If a task’s trigger date is based on a date that hasn’t been added to the transaction yet (like an acceptance date), it will appear similar to a transaction with no due date. Later, when the trigger date is added to the transaction, due dates of tasks that rely on that date will be automatically calculated. If the trigger date is removed or changed, those dates will be automatically recalculated.

When working on a transaction checklist, you’ll have the ability to select an absolute or relative due date.

More Updates

Buyer, Seller, Pricing etc.
When creating or editing a transaction, the optional information section is now called “Buyer, Seller, Pricing, etc.” This is expanded by default, but you can minimize it and Pipeline will remember your preference for next time.

Auto-Fill Doc Names
Now, when you upload documents to a transaction, Pipeline will remember your most recently used doc names.

Better Doc Sorting
When working in a transaction, you can sort documents by name, comment, added on date, reviewed, and entered.

Improved Agent Info
Anytime you see an agent icon in Pipeline, you can hover over it to see the agent names and which side of the transaction they’re on.