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Timeline Templates

Timeline templates define a sequence of milestones for a transaction type. When applied, they auto-populate all your deadlines based on the anchor date.

Creating a timeline template​

  1. Go to Templates > Timelines in the sidebar
  2. Click New Template
  3. Give it a name (e.g., "Texas Residential Purchase - 30 Day Close")
  4. Add milestones, each with:
    • Name — What the milestone is (e.g., "Option Period Expires")
    • Date offset — How many days before or after the anchor date
    • Linked tasks — Optional tasks that should be created with this milestone
  5. Save the template

Organizing templates​

Templates can be filtered by:

  • State — Texas, Oklahoma, Florida, etc. (since deadlines vary by state)
  • Category — Residential, Commercial, Land, Lease
  • Side — Buyer side, seller side, or both

This makes it easy to find the right template when you're setting up a new transaction.

Tips​

  • Start with the built-in templates and customize them for your specific workflow
  • Create state-specific variations — a Texas residential close has different deadlines than a Florida one
  • Include the most common tasks in your template so they auto-populate when applied
  • Review and update templates periodically as regulations or your workflow change