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)
If an action item is no longer relevant to a transaction, it can be deleted by your team.
Delete an Action Item
Navigate to Action Items
From the Homes index, open a property and select Action Items from the left-hand menu
Locate the item
Find the Action Item in the listOpen options
Click the item to open its details, or
Click the ellipsis (…) next to the item
Delete
Select DeleteConfirm
Confirm the action to permanently remove the item from the property.
Deleted Action Items are removed from both Operator and the buyer’s view. This action cannot be undone.
