To create a checklist:

Navigate to your settings menu, and select 'Agent Check List.'

Click 'Add Checklist' to get started.

First, give your checklist a name, and select which office(s) the list applies to.

Then, for each task you want completed in the list, click 'Add Item' ...

...followed by entering the name of the task.

These tasks lists are set on a per-office basis. When a list is created for agents in an office, you can open that agent's profile and see the list in the 'Task Checklist' tab.

On the agent's overview page, you'll see the progress of each checklist in the 'status' column.

This is only a broker/staff feature, the agent's won't see or have access to this list.

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