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Add specific tasks to a Transaction

You can create an unlimited number of “to-do” lists in TransactionPlan. From all the lists you have setup in TransactionPlan, this video shows how to connect one of your lists to a specific transaction. All of the items you put on your TransactionPlan timeline “to-do” list can be shared with your Buyers and Sellers – so they can see what you are doing for them and what you have already done.