You can modify existing custom checklists or create new checklists to suit your broker group's processes.
Contents
Prerequisites
None.
Video walkthrough
Locating a checklist
The first step is to open the Checklist Management page.
Click the account icon (with your initials) in the bottom left corner of the page.
In the Settings column, click Checklists.
In the Checklist Management column, locate a checklist to edit.
Click an 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.
Adding sections
Sections break a checklist into manageable pieces of work. To add a section to a checklist:
Click the blue plus (+) icon. A popup displays.
Enter a name. BrokerEngine displays this name on cards with this checklist.
Enter tooltip text. (optional) BrokerEngine displays this text when a user hovers the mouse over the tooltip icon.
Optionally, use the Show on Stage field to control where the checklist displays. Click the field and select a dashboard stage option.
If you select a stage, BrokerEngine only displays this checklist section when the current card is in the selected stage.
If you leave the field blank, BrokerEngine always displays the checklist section.
Optionally, check the Show "Add Notes" Field box if you want BrokerEngine to display a Notes field in the section. This feature allows users to add a note to the checklist.
Click Add Section to save.
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 the user should 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 pointer over the checklist item.
Review the Checklist Item Display Criteria toggle. (see below)
Click Add Item.
BrokerEngine adds the item to the section.
Adding a conditional
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 menu (e.g. Deal Type is) or check a box (e.g. There is a value in the "Lender Rebate" field on the Funding Position).
Assigning a checklist to a card
Follow these steps to manually assign a checklist to a card.
If you manually set 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 card in full view mode.
Go to the panel on the right side of the page and click the Checklist tab.
Click the three-dot icon.
Select Change Checklist. A popup displays.
Locate a checklist and click Use. Click Yes in the confirmation popup. BrokerEngine replaces the old checklist(s).
Making task completion reliant on a checklist
This feature links checklist completion to task completion. The user 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).
In the Settings panel, select Workflow.
Click Task Templates. The Manage Task Templates page displays.
Locate a task.
Click the name. A popup displays.
Click the three-dot icon.
Select Link Checklist.
Click the checklist field.
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.
