Action Items provide a clear checklist of what needs to be completed and help keep the closing process on track.
Action Items can represent:
Tasks (for example, submitting a document)
Events (for example, a scheduled site visit)
Completed and upcoming items are visible to both your team and the buyer.
Creating Action Items
You can create custom Action Items for an individual property.
Navigate to Action Items
From the Homes index, open a property and select Action Items from the left-hand menu.Add a new item
Click Add New at the top of the page.Define the Action Item
Title — Enter a clear, descriptive name
Type — Select Task or Event
Due Date — Set a required date
Description — Add instructions or context for the buyer
URL (optional) — Link to an external resource if needed
Buyer can mark as complete — Enable if the buyer should confirm completion in their portal
Create the item
Click Create to add the Action Item.
The Action Item is added to the property and the buyer is notified automatically.
Editing Action Items
Existing Action Items can be updated at any time.
Select the item
In the Action Items tab, click the task or event you want to edit.Edit details
Click Edit.Update fields
Title
Type (Task or Event)
Due date
Description
URL
Buyer completion setting
Save changes
Click Save.
Updates appear immediately for both your team and the buyer.
Completing Action Items
Action Items can be marked complete by your team, or by the buyer if allowed.
Select the item
Click the Action Item that has been completed.Mark as done
Click Mark as Done.
The item moves to the Completed section for both you and the buyer.
Deleting Action Items
Remove Action Items that are no longer relevant to a transaction.
Locate the item
Find the Action Item in the list.Open options
Click the item to open its details, or
Click the ellipsis (…) next to the item
Delete
Select Delete.Confirm
Confirm the action to permanently remove the item from the property.
Deleted Action Items are removed from both Operator and the buyer’s view.
Key Notes
Action Items are property-specific
Buyers only see items assigned to their home
Completed items remain visible as a record of progress