Creating and Managing Checklists

Build and organize the work you track on each deal. Checklists live inside Vaults and give you a structured way to manage documents, deliverables, and collections.

Open the Checklist

Find the Checklist tab on any Vault and get oriented before adding work.

1. Open the deal - Navigate to the deal you want to track.
2. Pick a Vault - Click Vaults and choose the Vault that holds the documents for this workstream.
3. Switch to the Checklist tab - You'll see columns for Task, Status, Team, Assignee, Due date, and Attachments.
4. Start empty or from a template - If the Checklist is blank, click Use a template to start from a pre-built set of tasks — or add tasks manually.

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Add sections and tasks

Structure the Checklist so each task has enough context to act on.

1. Add sections - Use + Add to create sections that group related tasks (for example "Financial docs," "Property documents," "Legal").
2. Add tasks - Inside each section, click + Add again and name tasks clearly — for example "Get PFS" or "Executed lease agreement."
3. Set task properties - Open a task to set File types (what document the task expects), Team, Assignee, Due date, and a Description with instructions.
4. Break large tasks down - Add subtasks for multi-step items, or use Attach to pin files manually.
5. Reorder, search, and bulk-edit - Drag tasks between sections, use the filter control for status / assignee / team / due date, or select multiple rows to bulk-change fields.

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Apply or save a template

Reuse the same sections and tasks across deals instead of rebuilding each time.

Apply a template

1. Open the template picker - From the toolbar dropdown or the empty state, choose Use template.
2. Pick a source - Browse Lev Master templates (by property type: Multifamily, Office, Retail, Industrial) or your saved templates.
3. Apply - Everything copies into this Checklist; the saved template itself is unchanged.

Save a template

1. Open the Save menu - From the toolbar dropdown, click Save as template.
2. Name it - Sections and tasks copy into a new reusable template, independent from this Vault.

Manage templates

1. Open template settings - Go to Settings → Checklist templates to view, edit, rename, delete, or fork a Master template into your own variant.

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Configure digests and reminders

Turn the Checklist into a reliable communication surface so work keeps moving without you chasing it.

1. Open alerts & reminders - On the Checklist tab, click Send request → Manage alerts & reminders.
2. Set digest frequency - Pick daily, weekly, or monthly (default: weekly on Monday) — the digest summarizes status mix, overdue items, due this week, recently completed, and newly added tasks.
3. Set follow-up cadence - Choose a follow-up interval (for example every 24 or 48 hours) and a max-reminders cap. Replies stay in the original email thread so they look like a follow-up from you.
4. Enable per Checklist - Different Vaults on the same deal can use different schedules. Reminder and digest activity appears on each task's Activity section.