Item 1 - The first column is for transaction name. We use the "SellerName to BuyerName" format, such as Smith to Jones. When you type over the red text at the top, the name will fill in for all the rows below it.
Item 2 - The second column is the list of transaction task/deadline items for this type of deal. You can change the descriptions to fit your area and customary contractual items.
Item 3 - The next two columns are for us to enter the number of "Days After Contract (DAC)" or "Days Before Closing (DBC)" that we want to use if we want the spreadsheet to calculate our due dates for us. If you would rather enter each date, you can do so. However, it will be much better if you can have at least some of them calc automatically for you.
Items 4&5 - When you enter the these dates in the red areas at the top, the sheet will calculate your due dates for you based on the entries you made in the DAC and DBC columns. In other words, it will add days to DAC or subtract days from DBC to give you a due date.
Item 6 - By having a "Yes" or "No" for whether you want your client to see a task item, you can have Outlook send them a progress report.
Item 7 - If you are doing this for multiple agents, enter the agent name in red area and sheet will fill in below.
