Action Items are used to guide buyers through required tasks and events during the transaction. They 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)
Pre-selected Action Items are automatically created for each transaction. However, you can create and edit them at any time.
Editing Action Items
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.