How do I do that in TC Track?

Build a reusable checklist once and apply it to every new transaction.

Drive every task's due date from a contract date, with weekend and holiday rules built in.

Flag each task Buyer, Seller, or both — one template covers both sides and filters itself.

Drive one task's due date from another task — by its due date or its completion.

Apply templates when creating a transaction or add them later — and what happens to the dates.

The Task Reports page pulls overdue and due-today tasks from every file into one list.

Turn a filter combination you use daily into a one-click named view.

The search bar in the header covers transactions, listings, and contacts from anywhere in the app.

Create a polished one-click PDF of any transaction — contract details, dates, parties, and key tasks.

Put your company logo and brand color on every transaction summary you generate.

Send summaries carrying your client's logo and colors instead of your own — set once per client.

Choose which tasks and notes make it into the PDF — flag them before you generate.