Custom Checklists in Street
Custom checklists allow you to set up individual lists of tasks that can be applied to property pages, ensuring you complete all of the necessary tasks.
When creating checklists you will first give your checklist a name and then add each task to be included in that checklist.
It's important to note that custom checklists are separate to the Tasks feature, which allows you to add tasks on various different pages in Street.
Creating a New Custom Checklist
To get started with Checklists you'll need to create your custom checklists in the settings. Head to Settings (left side panel at the bottom) > Branch Settings > Custom Checklists. Here you'll see a list of any existing checklists that have been setup.
Note - You will need to be Branch or Company Admin to access the settings for Custom Checklists.
Note - If you have multiple branches, a custom checklist will only be available for the branch in which it was created in.
To create a new checklist, enter the name of your checklist, select the checklist type (currently custom checklists can only be applied to properties) and click add. Once added, you'll see it in the list of checklists and you can begin adding tasks that apply to that check list by entering the task name and clicking add in the 'add new task' section.
You can also re-arrange the order of the tasks by dragging and dropping each task or clicking the up/down arrows.
Editing / deleting a checklist
You can add more tasks at any stage in the 'add new task' section on the checklist and can delete individual tasks using the bin icon on the right of the task. To delete a checklist entirely, click the 'delete checklist' at the top right of the checklist.
Note - Deleting a checklist in your settings will not delete it from any properties / lettings offers it was being used on. You will need to delete these individually if needed.
Adding a Checklist to a Property
Once you've saved your checklist, you'll be able to start adding them to properties. On a Property page you'll see this "Checklists" card on the right hand side. Here you can click 'add checklists' to add as many of your checklists as you want.
With a checklist added you can tick off each individual task which will leave a record on the activity stream showing who completed the task.
Deleting a checklist from a property
You can delete an individual checklist from a property by clicking the bin icon on the right of the checklist. However this will clear any record of the checklist from the property, other than the details in the activity stream, so should be used carefully.
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