Can I see tasks across all of my transactions?

There are often times when you would like to view all of your to-do's across all of your files rather than having to drill down into a transaction. Preclose GO! offers a view of all tasks across your files and accounts with a top-level "Checklist" tab.

You will find this tab in your top level header, and can access it from any page within GO!


Screen Shot 2020-08-25 at 11.33.40 AM

When you click on this tab, you will see a list of your to-do's that exist in every file that you have been assigned a role. These items will be listed in chronological order and labeled with the property address. You have the ability to edit your to-do, send a message, or delete the task from this top-level page. 


Screen Shot 2020-08-25 at 11.35.38 AM

You can also mark the to-do as open, complete, or skipped from your top level "Checklist" tab:

Screen Shot 2020-08-25 at 11.39.03 AM

You have a handy search bar to block and tackle specific items on your checklist across your transactions:

Screen Shot 2020-08-25 at 11.41.31 AM

Note that your upcoming dates will be marked in black, while overdue dates will appear in red.