Editing a template
The template editor sets everything about a step: its wording, notes, owner, phase, deadline and whether the client sees it.
Where to find it
Checklists in the sidebar, open a template
How to use it
- 1Open Checklists and open the template.
- 2For each step set the owner, the notes and the relative deadline: a number of days from accepted, listed, closing or created.
- 3On a listing template, set the step's phase and its Client sees it switch.
- 4Reorder the steps here too.
Related articles
Try Reclearly free
7 days free on your first subscription, then $19.99/mo billed yearly.