View Checklist Task Details

To view checklist task details, complete the following steps:

Note

CommandMC is available only to certain KW roles.

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click CommandMC.

  4. On the left toolbar, click Recruits recruits-icon.

  5. Click one of the following tabs at the top of the page:

    • Click the Recruit Management tab to display a list of all your Market Center recruits.

    • Click the Recruiting Pipeline tab to display all recruits that are in the Pipeline. Recruit cards are organized by Phase, Stage, and the currently selected Sort pattern.

  6. Search for the correct recruit. For more information, see Search Recruits.

  7. Click the recruit name to view the recruit details.

  8. On the Recruit Details window, click the Tasks tab.

  9. Select Checklist Tasks from the drop-down. A list displays of all the checklist tasks.

  10. Select the status of checklist tasks to display, To Do or Completed, from the drop-down.

  11. Click the task name to view the task details.

  12. To mark the task as complete, click Complete Task, otherwise click Cancel to close the details window.