Projects template
A board for running a seller-side sale in six stages: prepare the property, market it and run showings, handle offers and the agreement, copy each condition with its date, then closing and follow-up — with the legal and funds steps left to the professionals who own them.
No account and no email needed. Opens in Excel or Google Sheets.
Twelve tasks across six stages, each with a completion criterion and its own checklist. This file carries no suggested days on purpose: the agent sets listing milestones at creation, and after agreement every date comes from the agreement itself rather than from a template.
A sale falls over on a date nobody was watching. The conditions in the agreement each carry their own deadline, they live in a PDF, and the first time anyone checks whether a condition was satisfied on time is when the other side's lawyer asks.
What that looks like
An agent or small agency running a seller-side sale from listing to closing.
Group is the stage of the sale: prepare, market and show, offers and agreement, conditions and checks, closing, after closing. Status and priority already use the product's own fixed values, so they map without edits.
Download the CSV
It opens in Excel or Google Sheets. Edit the tasks first if you like, or import it as it is.
Create a board in TaskSiddhi
Give it a name, such as the week, the project or the client.
Open the spreadsheet import
Upload the CSV. Columns are matched automatically; map Group, Done when and Checklist to a text column or to custom fields.
Preview, then import
Check the rows before anything is written, then import.
Make it yours
Copy the board once per property. There are no suggested days: set listing milestones yourself, and take every post-agreement date from the agreement.
All twelve tasks, with their completion criteria and checklists. Owner and due date are left blank on purpose.
12 tasks in 6 groups, 47 checklist items
Agree the pricing approach, timeline, marketing and access arrangements with the seller, record only the plan's reference on the board, and keep amounts in the agency's own records.
Done when
The agreed plan covers pricing approach, timeline, marketing and access, is recorded by reference in the agency's records, and the seller has confirmed it in writing; no amounts are on the board. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 5 ticked
List what the seller will fix, clean or stage before photography and showings, who does each and by when, and mark anything that needs a licensed professional.
Done when
A preparation list names each item, its owner role and date, and marks items that need a licensed professional; the seller has agreed it.
Checklist0 of 4 ticked
List the document types needed for the sale and who provides each; copies stay in the agency's approved system and requirements that differ by place are confirmed by the responsible professional.
Done when
Document types and providing roles are listed, the approved system holding copies is referenced, and the responsible professional has confirmed the list for the location; no copies are on the board.
Checklist0 of 4 ticked
Agree photographs, the description and the channels with the seller, and check the wording for accuracy and for any claim you cannot support before anything is published.
Done when
The seller has approved the photographs, description and channels in writing, the wording was checked for accuracy and unsupported claims, and permission to use the images and any locally required advertising review are confirmed before publication.
Checklist0 of 5 ticked
Agree how viewings are requested and confirmed, how much notice is given and who handles keys, without recording key locations, codes or occupants' details on the board.
Done when
The viewing rules cover requests, notice and key handling by role, and state that key locations, codes and occupant details are kept only in the agency's restricted records.
Checklist0 of 4 ticked
Keep the activity register in the agency's approved system and share a non-identifying summary of viewing feedback with the seller; no individual enquiries or names are logged on the board.
Done when
The activity register is current in the approved system and a non-identifying summary has been shared with the seller. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 3 ticked
Agree with the seller and the responsible professional how offers are received, documented and promptly communicated under the rules applicable to the transaction. Keep offer details in the agency's approved system.
Done when
The routine for receiving, documenting and communicating offers is agreed with the seller and the responsible professional under the applicable rules, and offer details are kept only in the agency's approved system.
Checklist0 of 4 ticked
Ask the responsible professionals to confirm the accepted terms and the status of the written agreement in the approved system, and record only its reference and confirmed milestone dates on the board.
Done when
The responsible professionals have confirmed the accepted terms and the status of the written agreement in the approved system, and only its reference and confirmed milestone dates are recorded on the board. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 3 ticked
In the approved transaction system, maintain each condition and its agreement date. On the board, track each one by an opaque reference, responsible role, confirmed deadline and status; do not copy condition text or evidence.
Done when
Each condition has an opaque reference, a responsible role and a confirmed deadline on the board, with its text and evidence kept in the approved system; a status changes only when the responsible professional confirms the outcome, and affected deadlines are rechecked against the current agreement whenever it changes. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 5 ticked
List the closing steps and name the role that confirms each; title, legal and funds handling are done and confirmed by the responsible professionals, and this board records only that they confirmed.
Done when
Each closing step has a confirming role, and title, legal and funds steps are recorded only as confirmed by the responsible professional.
Checklist0 of 3 ticked
Record that the responsible professional confirmed the closing milestone and that the handover followed the agreement; the authoritative status stays in the approved system, and any open item has an owner.
Done when
The responsible professional's confirmation of the closing milestone and of the handover is recorded by reference, the authoritative status is kept in the approved system, and any open item has an owner; a board status does not imply funds cleared, title passed or an agreement became binding. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 4 ticked
Verify the transaction record is complete in the approved system, request seller feedback through an approved channel, and record one process change or a reason for none.
Done when
The record is verified complete in the approved system, seller feedback was requested through an approved channel, and one process change or a no-change reason is recorded. Mark complete only after the confirmation is stored in the approved system; put only its opaque reference and the confirming role on the board.
Checklist0 of 3 ticked
Open a task to see what counts as finished and its checklist. Ticks here are just to try it out and are not saved.
The same rows as a CSV. Columns in the file: Task, Group, Status, Priority, Owner, Due date, Done when, Checklist, Notes.
Download real estate transaction (CSV)The measured demand behind this template, and what it does not prove. We publish it so the page cannot be mistaken for a forecast.
| Keyword | India | US | UK | UAE |
|---|---|---|---|---|
| real estate checklist(target) | 10 | 50 | 10 | 10 |
Mixed. The term draws buyers and sellers as well as agents; this template is written for an agent or small agency running a seller-side sale. Because the mix is unverified and the volume is very small, no traffic claim is made.
What we hold this page to
Thin or mismatched demand — no traffic expectation
Not checked for this template.
No. The board tracks status and dates. Every legal and funds step is left to the responsible professionals, and the agreement itself is confirmed through them rather than interpreted here.
Because for most of the sale there is no sensible default. Listing milestones depend on the property and the market, and once an agreement exists, every condition date comes from that document. A placeholder date here would be a liability, not a help.
No. Keep clients' personal and financial information in the system your agency has approved for it. The board carries the task, its owner and whether it is done.
Copy the board per property so each sale has its own condition dates and history. To see across sales, filter by owner or due date rather than merging them.
See boards and viewsSeller-side, as written. A buyer-side sale has a different order and different conditions; you could adapt the stages, but the tasks assume you are acting for the seller.
Import the template, assign owners and see what is overdue at a glance. Free, with no paid plan.
Not sure it fits? See who TaskSiddhi is for
