📄️ Overview
Manage tasks and Playbooks 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 Playbooks.
📄️ Playbooks
Reusable DocJacket Playbooks — apply key dates, tasks, due-date offsets, and email automation to a transaction in one step.
📄️ Subtasks
Break a task into smaller steps with subtasks, on a deal or in a Playbook. Track progress, mark complete, and keep main tasks organized.
📄️ Assign a Task to a Party
Assign a deal task to a buyer, seller or agent so they see it on their own portal link, mark it done, and you confirm it.
📄️ Email Automation
Link email templates to tasks so the right email is drafted and ready for your review at the right moment — nothing sends to a client until you approve it.
📄️ Why an email didn't appear
You completed a task and no email showed up in the Review queue. Here are the causes, in the order worth checking, and how to send the email anyway.
📄️ Task Options
Configure advanced task options in DocJacket — portal visibility, reminders, completion emails, conditional labels, and time tracking.
📄️ Waiting Items
Track the items your team is waiting on from clients, agents, vendors, and other parties so nothing stalls a DocJacket transaction.