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A Guide to Buttons on Your Checklist Page
A Guide to Buttons on Your Checklist Page

An explanation of the buttons that appear on your ProDeal Checklist

Ian Group avatar
Written by Ian Group
Updated over a week ago

Get to Know Your Checklist

Checklist Items are organized into Headings, Line Items, and Subfolders.

Expand or collapse the contents of any Heading, Line Item, or Folder by using the arrows to the left of the title. You can also expand and collapse all headings at once by using the arrows near the top of the checklist, left of the word "Item."

To create new Headings, click the Blue +Create Heading button at the top right of your checklist. (For more information on how to create a new heading, click the link above.)

Global Search Bar and Side Menu Bar

Global Search allows users to search the names and text of items they have access to (this includes documents, folders, and notes)

When you click the 3-bar menu found on the global navigation bar, it will Hide or Show the side menu bar.

Actions Menu

In the upper right-hand corner, you will find the Actions Menu for the checklist.

Use this button to export your checklist, clone the room, or change the Document Sorting in the room.

Each item has a 3-dot menu button on the far right-hand side. Use this button to access a dropdown menu with many of our tools including Notes, Downloading Documents, Making New Checklist Items, Manage Due Date, Copy Secure Link, Email-to-Folder, Manage Responsibilities, Manage Access, Rename, and See Activity.

You can Rename Headings by clicking on the Pencil Icon to the right of the Heading, create Notes by clicking on the Chat Bubble Icon, and Subscribe to Headings by clicking on the Eye Icon.

To make your workflow as efficient as possible, use our Filters feature. At the top of your Checklist page are five different Filter Icons - Filter by Status, Filter by Access, Filter by Responsibility, and Upload Date. If there is an Unread document or note in your checklist, the Unread Filter Icon will also appear. You can combine the filters in any way you wish.

You can also use the search bar to find items easily.

Click the Filters button to Hide or Show the filter and search bar.

Organize Line Items on Your Checklist

To move Line Items around on your Checklist, hover over to the Grid icon, left of the item's checkbox.

Use this to click and drag Line Items when you want to reorder them on your Checklist. You can also drag one Line Item into another, and it will become a folder within the Line Item.

The white button under the search bar on your Checklist is the Bulk Select option.

Toggle this button to select all the Items. You can then check or uncheck items in any combination you want.

Once you've selected all the correct Items, you can use any of the Bulk Select Action buttons that appear at the top (Download, Manage Responsibility, Manage Access, Update Status, Copy as Text, Manage Due Date, Export or Delete all the selected items). Click on the links to learn more about Bulk Actions.

Click the Actions Menu in the top right to reveal a drop-down menu.

Click Export, select one of the available export categories, then confirm by clicking Export again.

This feature allows you to control which columns you see in your checklist.

Simply click the 3-dot menu above the column you want to change, and choose what you would like the column to display.

This icon allows you to bookmark a room and easily find it on your dashboard.

Switch Among Rooms in a Workspace

Click the Open button found on the Global Navigation Bar. Then click on the Workspace, and select another room you want to open.

Account Settings and Help

In the bottom left corner of your ProDeal Page, there are two buttons. You can access the help center and contact customer support using the question mark icon. You can access your Account Settings using the user icon.

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