Overview of Transaction Projects
18 steps
|
2 minutes
Finding the Transaction
1
From the main navigation menu, select the Transactions tab
2
Click "Pending" to display a list of transactions that are currently in a pending status
3
Use the search bar to filter transactions by listing or buying agent
4
Locate the desired transaction and click the Action button in the Action column
Locating the Transaction Project
5
Select the Toggle Dropdown next to the "Transaction Documents" button
6
Click "Transaction Project" from the dropdown menu
Reviewing and Navigating Project Details
7
Review transaction details in the left-hand menu
8
Click "Change Owner" to update the project owner
9
Review the project progress and task data in the lower-left menu
10
Click "Send Email" to send a project status recap
11
Click "Cancel Project" to cancel the project, if needed
12
Review the Project Tasks table to see assigned tasks and their statuses
13
Click the "Add Task" button to add a new task to the table
14
Click Activity Log to review all activities associated with the project
15
Click the "Update Progress" icon to update a task’s status and add notes
16
Click the "View History" icon to review the history of a specific task
17
Click the "Edit Task" icon to modify a task
18
Click the "Complete Task" icon to mark a task as completed
