Appraisal Tasklists

Tasklists allow you to build custom workflows for tracking the steps involved in the appraisal process. Set up templates that automatically apply to new appraisals, or add them manually as needed.

Setting Up Tasklist Templates

Templates are reusable checklists you create once, then apply to appraisals automatically or manually. You can configure and use multiple tasklists per appraisal if required. After configuring tasklist templates, in automatic mode - they will only apply to new appraisals going forward. But you can still manually add them on the appraisal tasklist tab view.

Choose a Mode

1. Navigate to Settings > Appraisal Settings

2. Find the Tasklists section

3. Select a mode from the dropdown:

   • Automatically create tasklists from templates — the right template is matched and applied whenever a new appraisal is created

   • Manually add tasklists from templates — you choose which template to apply from the appraisal's Tasklist tab

   • Tasklists disabled — hides the Tasklist tab entirely (this is the default setting)

     

📝 Note: If you switch to disabled, any appraisals that already have tasklists will still show the Tasklist tab so you don't lose existing work.

Create a Template

1. Click "Add Tasklist Template"

2. Enter a name for the template (e.g., "Residential Purchase Checklist")

3. Set matching criteria to control when this template applies:

   • Property Type — All, Residential (with sub-type like Single Family), or Commercial (with sub-type)

   • Appraisal Purpose — All, Purchase, Refinance, or others

   • Loan Type — All, Conventional, FHA, VA, etc.

   • Report Type — All, Form, Desktop, Narrative, etc.

4. Add your tasks — click Add Task, type a description, and drag to reorder

5. Click Save

   

🧠 Tip: The more criteria you set, the more specific the match. A template set to "Residential + Purchase + FHA" will be chosen over one set to just "Residential" when an appraisal matches all three.

Assign a Template to a Team Member or Role

If your organization has multiple team members, you can auto-assign an entire template so that when a specific person is added to an appraisal (or even just a role without a specific team member being selected), their tasklist is created automatically.

1. In the template form, scroll to the Auto-Assign section

2. Select a specific team member, an optional role (e.g., Reviewer), or both

3. Save the template

When a team member matching that assignment is added to an appraisal, the template's tasklist is created and all its tasks are assigned to that person.

📝 Note: Setting a template-level auto-assign clears any individual task assignments on that template. Use one or the other — not both.

Assign Individual Tasks Within a Template

If you don't use template-level auto-assign, you can pre-assign specific tasks to different team members:

1. Hover over a task in the template

2. Click the assignee icon that appears

3. Select a team member

When the template is applied to an appraisal, those individual assignments carry over.

Customize Task Colors

Each task can have a color to help you visually organize your workflow:

1. Click the color dot next to a task (or hover to reveal it)

2. Pick a color from the palette or enter your own custom hex code

   

Colors appear as indicators next to each task in both settings and the appraisal view.

How Templates Match Automatically

When your mode is set to automatic, the system scores each template against the new appraisal's characteristics. Each matching criterion (property type, sub-type, purpose, loan type, report type) earns a point. The highest-scoring template wins.

If no template matches, the default template is used as a fallback. A default template is created automatically when your account is set up — you can edit it anytime.

In the template list, the When column shows which rules each template uses, so you can see at a glance how your templates are configured.

Using Tasklists on an Appraisal

The Tasklist Tab

Open any appraisal and click the Tasklist tab. What you see depends on your mode and whether tasklists exist:

• Automatic mode: Your matched tasklist is already there, ready to work through

• Manual mode (no tasklist yet): You'll see your available templates — pick one or start with a blank tasklist

• Manual mode (tasklists exist): Your tasklists are shown, with an Add Tasklist button to add more

  

Working With Tasks

• Complete a task — click the checkbox next to it

• Edit a description — click the text or the pencil icon, then press Enter to save

• Reorder tasks — drag using the handle on the left

• Assign a task — hover and click the assignee icon, then select a team member

• Set a due date — hover and click the calendar icon

• Delete a task — hover and click the trash icon

• Add a task — click the Add Task button below the task list

Managing Multiple Tasklists

An appraisal can have more than one tasklist (e.g., one for the appraiser's workflow, another for a reviewer). Each appears as a collapsible section with its own progress bar and task count.

• Reorder sections — drag tasklist headers to rearrange

• Rename a tasklist — click the pencil icon on the section header

• Add another tasklist — click Add Tasklist below existing sections and pick a template (templates already applied are excluded)

• Delete a tasklist — click the trash icon on the section header

🧠 Tip: When you have multiple tasklists, completed ones auto-collapse so you can focus on what's still in progress.

Quick Task Management From the Appraisal List

You don't have to open every appraisal to check on tasks. On the appraisal list view, look for the tasklist icon with a count (e.g., 3/6) on each row.

• Hover over the tasklist icon to see a popover with your remaining tasks, grouped by tasklist

• Click a task checkbox in the popover to mark it complete — right from the list view

• Click a tasklist name in the popover to jump directly to that appraisal's Tasklist tab

Filter Appraisals by Tasklist

Need to see all appraisals using a specific workflow? You can filter the appraisal list by tasklist template.

1. Click the Filter button in the toolbar above the appraisal list

2. Select Tasklist from the filter menu

   

3. Choose a tasklist template from the dropdown (e.g., "Purchase Appraisal Tasks")

4. The list updates immediately to show only appraisals that have that tasklist applied

   
   

🧠 Tip: Combine the tasklist filter with status tabs to narrow things down further — for example, filter by "Purchase Appraisal Tasks" then click the In Progress tab to see only active purchase appraisals.

Notes & Tips

• Calendar sync: If you or your team members have a connected Google or Microsoft calendar, tasks with a due date and assignee automatically sync as calendar events. Changes flow both ways.

• Imports: When appraisals are imported via CSV, automatic templates are applied and then cleaned up since imported appraisals are typically historical.

• Switching modes: You can change modes at any time. Existing tasklists on appraisals are preserved — only future behavior changes.

• Who can manage templates: Account owners and full-access team members can create and edit templates. All roles can view and complete tasks.

• The tab is always accessible if tasks exist: Even if you later disable tasklists, any appraisal that already has tasks will keep its Tasklst tab visible.