Keep track of tasks with the checklist

Build a to-do list for each saved property, reuse it with checklist templates, and include it in your property development report.

Updated 2 min read

The checklist keeps your research and due-diligence tasks for each property in one place, such as checking overlays, ordering a building and pest report or calling council. You can save your usual tasks as templates, so each new property starts with the right list.

Before you start

  • The checklist is only available for properties in your pipeline. Stash and save properties.
  • If the Checklist card shows a crown icon, it isn’t included in your plan. See plans.

Open the checklist

  1. Open a saved property. Click it in Property Pipeline, or open it from the map.
  2. Find the Checklist card. Scroll the property page to the Checklist card. It shows a progress bar once you’ve added tasks.
  3. Click View checklist. The checklist opens for that property.
Checklist card on a saved property

Add tasks

  1. Add tasks one by one. Type in the new task box and press Enter, or click the plus button.
  2. Or populate from a template. When the list is empty, choose a template from Populate from template to add all its tasks at once. Stash includes starter templates you can use or edit.
  3. Tick tasks off as you go. Click a task to mark it complete. It moves to Completed Tasks and the progress bar updates. Click it again to move it back.
  4. Remove tasks. Click the bin next to a task to delete it, or the bin next to My To Do Tasks to clear the list.

Some template tasks include a link icon. Click it to open the related website in a new tab.

Checklist with to-do and completed tasks

Save and manage templates

  1. Build the list you want to reuse. Add the tasks to a property’s checklist first.
  2. Open Manage templates. Click the … button next to the new task box.
  3. Save it as a template. Type a name in the My todo template box and click the plus button. Each template needs a unique name.
  4. Edit or delete a template. Click the pencil to open Edit template, change the name or tasks and save. Click the bin to delete a template, then confirm with Delete template.
Editing a template

Changes to a template apply to future uses only. Checklists you’ve already populated from it stay as they are.

One template per strategy

Create a separate template for each type of project, for example one for subdivision research and another for townhouse development.

Use the checklist in your report

When a property has checklist tasks, your property development report includes a Checklist page. You can tick and untick tasks there too, and your changes are saved to the property’s checklist. Create a property development report.

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