Custom Checklists in Street

Custom checklists can be added to property pages or commercial lettings offers to give you a list of actions to work through.

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.

Here you can add a new checklist by entering the name and the type (property or commercial lettings offer). Once added, you'll see it in the list of checklists and you can begin adding tasks that apply to that check list. You can also re-arrange the order of the tasks by dragging and dropping each task or clicking the up/down arrows.

You can add more tasks at any stage in the 'add new task' section on the checklist. To remove a checklist entirely, click the 'delete checklist' button to remove it from your branch checklists. This will also remove it from any properties / lettings offers it was being used on.

Once you've saved your checklist, you'll be able to start adding them to properties or commercial lettings offers. On a Property page you'll see this "Checklists" card. Here you can add as many of your checklists as you want, you can reset the checklist and remove if no longer required.
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When you mark off a task on the checklist, you'll get a note on the activity stream with a time and date stamp.
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