> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
> Use this file to discover all available pages before exploring further.

# Checklists

> Track required documents across your deals with checklists — create your own, import from SkySlope, and monitor progress.

Checklists help you track which documents are needed for a deal and whether they've been completed. They're especially useful for brokerages with compliance requirements or teams that follow a standard document set across transactions.

## Viewing checklists

Go to **Checklists** in the sidebar to see all checklists. Each one shows:

* Checklist name
* Number of items
* Active or Inactive status
* The initials of its creator and when it was last updated

Click any checklist to see its items.

## Creating a checklist

Admins and TCs can create checklists:

1. Go to **Checklists** and click **Create Checklist**
2. Enter a name (e.g., "Standard Purchase Checklist")
3. Click **Create**

### Adding items

Once created, add items organized by document category:

1. Open the checklist
2. Click the **+** button on any category (Buyer Agreement, Sales, Listing, Disclosures, Reports, Miscellaneous, Closing)
3. Fill in the item details:
   * **Document name** — what the item is called
   * **Document category** — which section it belongs to
   * **\[Optional] Document type** — choice to link the checklist item to a specific form type
   * **\[Optional] Set as required**  — whether this checklist item must be completed or not
   * **Guidance** — optional help text explaining what's needed
4. Click **Add Item**

For both checklists and checklist items, you can:

1. Edit or delete them
2. Set them as active or as inactive

## Importing from SkySlope

If you have SkySlope connected, admins and TCs can import checklists directly:

1. Go to **Checklists** and click **Import from SkySlope**
2. Choose **Sale** or **Listing**
3. Select a SkySlope transaction — the checklist items are pulled from that transaction's activities
4. Preview the items and edit the checklist name if needed
5. Click **Import**

The imported checklist is created as a template you can assign to any deal. You can edit items after importing to adjust categories or requirements.

## Using checklists on a deal

On any deal's **Documents** page, click the **Checklist** button to open the checklist panel on the right side.

### Assigning a checklist

1. Click **Assign Checklist**
2. Select from your active checklists
3. The checklist items appear, grouped by category

### Tracking progress

The panel shows a progress bar with how many required items are complete. Each item has a status:

| Status              | What it means                                            |
| ------------------- | -------------------------------------------------------- |
| **Pending**         | Not yet linked to a document                             |
| **Assigned**        | A document has been assigned to this item                |
| **Waived**          | Marked as not needed for this deal (with optional notes) |
| **Awaiting Review** | Document assigned, waiting for admin/TC review           |
| **Approved**        | Admin or TC has approved the document                    |
| **Rejected**        | Admin or TC has flagged issues that need to be addressed |

### Assigning documents to checklist items

1. Click a pending item
2. Select a document from the deal to satisfy it
3. Click **Assign**

When you assign a checklist, Oun automatically tries to match your existing documents to checklist items based on document type. Auto-matched items show an "Auto" badge.

### Waiving items

If a required item doesn't apply to a specific deal, click the **Waive** button on the right side of the checklist item.

### Changing or removing a checklist

Click on the three dots icon at the top of the checklist panel to **Change Checklist** (swap to a different one) or **Remove Checklist** from the deal.

## Who can do what

| Action                         | Admin | TC  | User        |
| ------------------------------ | ----- | --- | ----------- |
| Create/edit/delete checklists  | Yes   | Yes | —           |
| Import from SkySlope           | Yes   | Yes | —           |
| Toggle active/inactive         | Yes   | Yes | —           |
| View checklists                | Yes   | Yes | Active only |
| Assign checklist to a deal     | Yes   | Yes | Yes         |
| Assign documents / waive items | Yes   | Yes | Yes         |

## Compliance review

If your organization uses compliance, admins and TCs can review checklist items and mark them as **Approved** or **Rejected**. See [Compliance](/compliance/overview) for the full workflow.

## FAQ

<AccordionGroup>
  <Accordion title="Can I use the same checklist on multiple deals?">
    Yes. Checklists are templates. Assign the same checklist to as many deals as you want — each deal tracks its own progress independently.
  </Accordion>

  <Accordion title="What happens if I add items to a checklist that's already assigned to deals?">
    New items appear on the deals where that checklist is assigned. Existing assigned or waived items are not affected.
  </Accordion>

  <Accordion title="Can I have multiple checklists on one deal?">
    Each deal has one checklist at a time. You can change to a different checklist from the checklist panel.
  </Accordion>
</AccordionGroup>