Checklists in BrokerEngine help you track key steps across your workflow, from first client contact to final settlement. This article shows you how to find the Checklist Management page and create or update checklists. You'll also learn how to add sections and items, apply custom settings, and assign a checklist to a lead or deal card.
Contents
Prerequisites
Understand how checklists work.
Locating a checklist
The first step is to open the Checklist Management page.
Click the account icon (with your initials or profile picture) in the bottom left corner of the page and then click Settings.
In the Settings column, click Checklists.
In the Checklist Management column, locate a checklist to edit.
Click the arrow next to Name to sort the list alphabetically.
Opening the editor
Click a checklist name to open the editor. Now you can add, remove, or update a section or item.
You can create a new checklist and follow the steps below to add sections and items. Click the Add Checklist button and enter a name. On the new page, add sections and items.
Adding sections
Sections break a checklist into manageable chunks of work. To add a section, click the blue plus (+) icon. A pop-up displays. Enter a name. BrokerEngine displays this name on cards with this checklist. Add custom settings (see below) and then click Add Section.
Tooltip
You can enter tooltip text. That's optional. BrokerEngine displays this text when a user hovers the mouse over the tooltip icon inside the Checklists folder.
Show on Stage
Optionally, use the Show on Stage field to control where the checklist displays. Click the field and select a stage option.
If you select a stage, BrokerEngine only displays this checklist section when the current card is in the selected board stage.
If you leave the field blank, BrokerEngine always displays the checklist section.
Add Notes
Check the Show "Add Notes" Field box if you want BrokerEngine to display an Additional information field. This feature requires users to add a note before marking the item complete.
Managing sections
Each section header has three icons.
Click the pencil icon to edit the section fields.
Click the plus (+) icon to add an item. (see below)
Click the trash icon to delete the section (and the items in the section).
Adding items
To add an item to a checklist section, go to a section header and click the plus (+) icon.
Enter a title for the checklist item. BrokerEngine displays this name in the checklist.
Check the box if you want the user to add a note after completing this item. Notes are useful for items related to client feedback or information that could help the team.
Optionally, create a tooltip. BrokerEngine displays this text when a user hovers the mouse over the tooltip icon.
Review the Checklist Item Display Criteria toggle. (see below)
Click Add Item.
BrokerEngine adds the item to the section.
Adding a conditional checklist item
If you want BrokerEngine to display the item whenever the checklist is displayed, leave the default Always setting for the Checklist Item Display Criteria.
To display the item only when certain things are true, create a condition. For example, you can display different items to different brokers.
If you set more than one condition for a checklist item, BrokerEngine won't display the item unless all the conditions are met.
To add a condition:
Switch on the toggle.
Choose at least one display criterion. Click a field and select an option on a drop-down (e.g. When Deal Type is).
Click Save Changes.
Assigning a checklist to a card
Follow these steps to assign a checklist to a stage card manually.
If you manually assign a checklist to a card and then later change the checklist, BrokerEngine deletes the information (e.g. completed items or notes) collected by the previous checklist.
Open a lead or deal card in full view mode.
Go to the panel on the right side of the page and click the Checklists icon.
Click the three-dot icon.
Select Switch Checklist. A pop-up displays.
Locate a checklist and click Use. Click Yes in the confirmation pop-up. BrokerEngine replaces the old checklist(s).
Making task completion reliant on a checklist
This feature links checklist completion to task completion. If enabled, you or a member of your team cannot mark a task complete until all checklist items have been ticked.
The first step is to open a task template.
Click the account icon (with your initials) and click Settings.
In the Settings panel, select Workflow > Task Templates.
Locate a task.
Click the name. A pop-up displays.
Click the three-dot icon.
Select Link Checklist.
Click the checklist field, and select an option. Check the box to make this a required step before marking a task complete. Click Link Checklist.
BrokerEngine adds the requirement to the task template.
