Every transaction's Workflow tab carries a checklist — your playbook for the file, organized as phases (Contract, Disclosures, Contingencies, Closing…) with steps under each phase. It is deliberately the one part of LetterScript that is not automated: nothing adds, completes, or rewrites a step for you. The checklist is your record of the work, exactly as you keep it.
Where a new transaction's checklist comes from
When you create a transaction, its checklist is copied from one of your two workspace checklists — the buying one or the selling one, matching the side you represent on the transaction. From that moment the copy belongs to the transaction: editing the workspace checklist later never changes a transaction already in flight.
Your workspace checklists (the global template)
Go to Schedule → Checklists to edit the two global checklists. Each one is a full phase-and-step outline you can reshape completely:
- Phases — rename them, reorder them with the arrows, add new ones, or delete them.
- Steps — add, retitle, reorder, or delete steps under any phase, and optionally tag each step with the party the work belongs to (Escrow, Buyer's Agent, Seller…) — handy for steps like Send contract package to escrow or Notify seller of contingency removal.
Click Save checklists to store the whole outline. Transactions you create afterwards start with it.
Editing one transaction's checklist
On the transaction's Workflow tab, everything is editable in place:
- Phases — click Phases in the header to rename, reorder, add, or remove this transaction's phase headers. Steps in a removed phase aren't deleted; they move to a trailing Other steps group so no work silently disappears.
- Steps — Create task (or Add step inside a phase) opens the editor: title, description, phase, responsible party, a named person to wait on, priority, notes, an estimated effort, and a due date. Steps can nest one level — a numbered group with its sub-steps.
- Drag and drop — drag steps to reorder them, or drop one on another phase to re-file it there.
- Status — tick Complete on a row, or use its ⋯ menu for in progress, not applicable, and waived. Settled-but-not-done steps stay visible, struck through, and leave the progress count.
Due dates are the one place a little derivation is offered, and only when you ask for it: a step's date can be hung off an event ("close of escrow − 7 days"), and it then follows that event if the transaction's dates move. A date you type by hand never moves.
Each step can also link the documents that evidence it, create a calendar event from its due date, or draft a chase-up email to its responsible party (the draft lands in the transaction mailbox for your review — nothing is sent for you).
Export
The Action menu downloads the checklist as a CSV — one row per step, with status, party, dates, and notes — the summary you hand a broker at file review.