{"id":1643,"date":"2013-02-25T16:41:03","date_gmt":"2013-02-25T23:41:03","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=1643"},"modified":"2023-08-01T14:09:37","modified_gmt":"2023-08-01T18:09:37","slug":"search-and-assign-agents-easily-create-checklist-templates","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/search-and-assign-agents-easily-create-checklist-templates","title":{"rendered":"Search and Assign Agents, Easily Create Checklist Templates"},"content":{"rendered":"

Paperless Pipeline is designed to make everyday tasks easier. <\/span><\/p>\n

We achieve this not by making sweeping changes, but by making tiny improvements that enables our software to better fit the way you work.<\/span><\/p>\n

This article highlights two features that exemplify this. One feature lets you better manage and assign agents, while the other allows you to easily create checklist templates.<\/span><\/p>\n

Agent Assignments<\/strong>
\n<\/span><\/h4>\n

Now, you can also search for agents when assigning them to transactions. Here\u2019s how to do so:<\/span><\/p>\n

    \n
  1. Click \u201cadd transaction\u201d in the top right corner<\/span><\/li>\n
  2. Fill in the field titled: \u201ctransaction name or property address\u201d<\/span><\/li>\n
  3. Click on the drop-down menu under \u201cstatus\u201d and choose the transaction\u2019s status.<\/span><\/li>\n
  4. Next, scroll down to the \u201cAssign Agents\u201d field and start typing the name of your agent. <\/span><\/li>\n
  5. A drop-down menu will appear suggesting the names of agents.<\/span><\/li>\n
  6. If you can see the name of the agent you wish to assign then click it. If not, then continue typing the agent\u2019s name to narrow down the list.<\/span><\/li>\n
  7. Click the checkbox to make them the selling or listing agent in the transaction.<\/span><\/li>\n
  8. Once you have completed the fields listed above, you can click \u201cAdd Transaction\u201d to save. The other fields can all be filled out at a later time by editing the transaction.<\/span><\/li>\n<\/ol>\n

    Duplicate Checklist Templates<\/strong><\/h4>\n

    Here\u2019s how to duplicate an existing checklist template. It\u2019s important to note that once you have created a checklist template, you still need to assign it to a transaction.<\/span><\/p>\n

      \n
    1. Click on \u201cChecklists\u201d under \u201cTemplates\u201d in the left-hand navigation bar.<\/span><\/li>\n
    2. You\u2019ll be presented with a list of checklist templates. Find the one you wish to copy and click the actions icon on the right-hand side. <\/span><\/li>\n
    3. A drop-down menu will appear. Click \u201cCopy Template\u201d. The copied template will now appear in the list.<\/span><\/li>\n
    4. All tasks will be carried over to the new checklist where you can change the location, checklist name, and create additional tasks as needed. To do this, choose \u201cEdit Template\u201d in the actions icon menu.<\/span><\/li>\n
    5. The checklist will now appear in your list of checklist templates. You can add it to a transaction by navigating to a transaction and clicking the \u201cAdd Checklist\u201d button on the right-hand side. <\/span><\/li>\n
    6. You can also reorder your checklists within a transaction by clicking and holding the title. Newly created checklists will appear at the top.<\/span><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      Paperless Pipeline is designed to make everyday tasks easier.  We achieve this not by making sweeping changes, but by making tiny improvements that enables our software to better fit the way you work. This article highlights two features that exemplify …
      Continue reading »<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-1643","post","type-post","status-publish","format-standard","hentry","category-blog"],"yoast_head":"\nSearch and Assign Agents and More! | Paperless Pipeline Blog<\/title>\n<meta name=\"description\" content=\"Over the weekend we released some changes to Pipeline to make everyday tasks easier. These improvements let you better manage and assign agents, and more easily create checklist templates.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.paperlesspipeline.com\/blog\/search-and-assign-agents-easily-create-checklist-templates\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Search and Assign Agents and More! | Paperless Pipeline Blog\" \/>\n<meta property=\"og:description\" content=\"Over the weekend we released some changes to Pipeline to make everyday tasks easier. 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