Checklist Due Dates Are Here!

When you log in to Pipeline on Thursday, you’ll notice some big changes…

Checklist Due Dates
Now you can add due dates to your checklist tasks. Use them to track deadlines on transaction paperwork, contingencies, agents’ tasks, and anything else that has a due date.

Tasks Page
The Tasks page is an overview of all overdue and upcoming tasks from across your transactions. It’s color-coded so you can easily see what’s upcoming, due today or tomorrow, and overdue.

Better Checklist Template Organization
When creating or editing a template, you can now drag and drop your items to easily reorder them.

Our video takes a closer look at these features.

These features are a result of your great feedback over the last year. So, thank you!

  1. A++!! Thanks a million! This industry is very deadline oriented. This is one of the best features in PPL. David Meek

  2. Jennifer McQuade
    May 30, 2013
    8:10 am

    Thank you for adding the Task tab, you must have read my mind.

  3. As the closing & finance coordinator, I love using TASK DUE DATES to track deadlines on transaction paperwork that effects my accounting workflow. The Tasks tab/page serves as a priority “to-do” list tool for Transaction Coordinators to function more proactively, instead of reactively, throughout the life of a deal.

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