# Creating and Managing Checklists

> Build and organize tasks inside any Vault: sections, assignees, file types, templates, bulk edits, digests, and follow-up reminders.

Source: https://www.lev.com/docs/learn/vault/vault-checklists

Last updated: 2026-05-11

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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.

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.

The **File type** on a task drives which incoming files Lev matches to it. See [Requesting and tracking files](/learn/vault/checklist-file-requests-reminders#what-happens-automatically).

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.

Templates do **not** copy assignees or due dates — set those per deal after you apply.

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.

| Setting | Options |
| --- | --- |
| Digest frequency | Daily, weekly, or monthly (default: weekly on Monday) |
| Follow-up interval | Time between reminders (for example every 24 or 48 hours) |
| Max reminders | How many follow-ups before stopping |
| Enabled / Disabled | Per Checklist |