📄️ Overview

Manage tasks and checklists for your real estate transactions — with priorities, subtasks, templates, and email automation.

📄️ Creating Tasks

Add tasks to a DocJacket transaction — quick-add, full task drawer, AI generation, and bulk-apply via checklists.

Reusable DocJacket checklists — apply key dates, tasks, due-date offsets, and email automation to a transaction in one step.

Break tasks into smaller steps using subtasks in DocJacket. Track progress, mark complete, and keep parent tasks organized.

Link email templates to tasks in DocJacket so emails are ready to send at the right moment — or fire automatically when the task fires.

Configure advanced task options in DocJacket — portal visibility, reminders, completion emails, conditional labels, and time tracking.

Track items your team is waiting on from clients, agents, vendors, and other transaction parties.