Tasks and Checklists

Beyond forms and documents, a transaction is full of to-dos: things you must do, and things your client must do. ListedPro's workflow includes dedicated task and checklist steps, and each deal also carries a freeform ListedPro workspace.

• Home Tasks (Listing phase): the property-preparation items to get the listing market-ready.
• Client Tasks (Pre-close phase): items that belong to your client: gather documents, arrange the utilities transfer, and so on. Tracking them in the deal gives you a clean record of what was asked, and a natural basis for follow-up.
• Agent Tasks (Pre-close phase): your own execution items on the way to closing.
• Agent Checklist (Close phase): the final structured list to confirm before the deal closes out.

1. Open the deal and select the task or checklist step from the rail.
2. Review the items and add anything specific to this transaction.
3. Check items off as they're completed.
4. When the list is done, mark the step complete.

Separate from the workflow's task steps, the deal's Workspace view is a freeform space for notes, tasks, and checklists that don't belong to any particular step. It's the scratchpad and running to-do list for the deal as a whole.

• Client tasks pair naturally with the step's Message tab: track the task in the deal, then send the client their list without leaving the step.
• Keep task wording action-first ("Order survey from XYZ Surveying") so the list stays scannable.