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Customise a Checklist

  • Updated

You can modify existing checklists or create new checklists to suit your broker group's processes.

Warning: Changes made to your checklist template will only apply to new leads and deals created from the moment you save. You can manually override checklists on existing leads or deals.

In This Article

  1. Locate the Checklist Templates
  2. Add Sections
  3. Manage Sections
  4. Add Items
  5. Add a Conditional Item
  6. Manually Load a Customised Checklist
  7. Link Tasks and Checklists

Video Walkthrough

Step-by-Step Guide

Follow these steps to customise a checklist:

Step 1 — Locate the Checklist Templates

  1. Click the account icon in the bottom left corner of the page.
  2. In the Settings column, click Checklists.
  3. In the Checklist Management column, locate a checklist to edit.
  4. The checklist with the Default toggle switch on is the checklist currently loading in your deals. Click a checklist name to open the editor.

Tip: If you would like to customise but keep a copy of the original, you can open the checklist and duplicate it.

 

Step 2 — Add Sections

Sections break a checklist into items that are to be completed at specific stages. To add a section:

  1. Click the blue plus (+) icon. A popup displays.
  2. Enter a name. BrokerEngine displays this name on cards with this checklist.
  3. Enter tooltip text (optional). BrokerEngine displays this text when a user hovers over the tooltip icon.

Optionally, check the Show "Add Notes" Field box to display a Notes field in the section. Click Add Section to save.

Step 3 — Manage Sections

Each section header has three icons:

  1. Click the pencil icon to edit the section fields.
  2. Click the plus (+) icon to add an item.
  3. Click the trash icon to delete the section (and the items in the section).

Step 4 — Add Items

To add an item to a checklist section, go to a section header and click the plus (+) icon.

  1. Enter a title for the checklist item.
  2. Check the box if the user should add a note after completing this item.
  3. Optionally, create a tooltip.
  4. Review the Checklist Item Display Criteria toggle.
  5. Click Add Item.

BrokerEngine adds the item to the section.

Step 5 — Add a Conditional Item

To display an item only when certain conditions are true, create a condition. For example, you can display different items to different brokers.

Note: If you set more than one condition for a checklist item, BrokerEngine won't display the item unless all the conditions are met.

  1. Switch on the toggle.
  2. Choose at least one display criterion. Click a field and select an option on the drop-down menu.

Step 6 — Manually Load a Customised Checklist

Critical: If you manually set a checklist to a card and then later change the checklist, BrokerEngine deletes the information collected by the previous checklist. We advise against completing this process on leads or deals that have significant progress made on the checklist.

  1. Open a lead or deal card in full view mode.
  2. Go to the Toolbox on the right side of the page and click the Checklist tab.
  3. Click the three-dot icon.
  4. Select Recreate from Template.

BrokerEngine now pulls through the latest version of the default checklist.

Step 7 — Link Tasks and Checklists

This feature links checklist completion to task completion. The user cannot mark a task complete until all checklist items have been ticked.

Open a task template:

  1. Click the account icon (with your initials).
  2. In the Settings panel, select Workflow.
  3. Click Task Templates.

Locate a task and link it:

  1. Click the name. A popup displays.
  2. Click the three-dot icon.
  3. Select Link Checklist.
  1. Select a checklist option.
  2. Check the box to make this a required step before marking a task complete.
  3. Click Link Checklist.

BrokerEngine adds the requirement to the task template.

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