Create and Edit Your Own Checklists

Help your clients create in-depth checklists for their properties that make jobs easier for you to execute.

Team avatar
Written by Team
Updated over a week ago

If you've become a Trusted Partner for one of your clients, they may give you permission to create checklists for specific properties. If you've been invited to create checklists for a property, you can do so like this: 

  1. Login to Properly on your desktop. 

  2. Locate the Properties tab. 

  3. Select the property you want a checklist for. 

  4. Select the Checklist tab. 

  5. Create a new checklist or edit existing checklist. 

What's next?

Did this answer your question?