Features
Tasks & Actions
Track and complete stage-specific action checklists for each listing.
Actions are the checklists that populate a listing when it's created, grouped by the stage they belong to.
Tick actions off as they're completed, assign them to team members, and set due dates for time-sensitive work. Actions marked Required must be completed - or skipped with a reason - before a listing can move forward a stage.
Add a one-off action to a listing when it needs something its template doesn't cover. Sub-actions give you a checklist inside a single action.
The Tasks page collects actions across every listing in one place, so you don't have to open each one.
Edit your templates under Campaigns → Stages & Actions in the sidebar. Renaming an action, moving it to another stage, reordering it or changing who can see it updates the listings you already have straight away. A new action normally reaches the listings already running from that template too, unless they've passed its stage; removing an action only affects listings created afterwards.