Task List Templates
Create reusable task list templates for common transaction workflows.
Saving Task Templates
When you create a task list in a relay, you can save it as a template for future use. Click the Save as Template button on any task list to save it. The template preserves all task names, descriptions, and ordering.
Applying Task Templates
To apply a task template to a relay:
- Open the relay and go to the Tasks tab.
- Click Add from Template.
- Browse and select a saved task template.
- The task list is created with all tasks from the template, ready for you to set due dates and assign people.
Tip: Create templates for common workflows like "Buyer Transaction Checklist" or "Listing Preparation Steps" to save time on every new deal.