Creating a New Task Project

Overview:

In this article, we will review how to create Task Projects. A project is a collection of tasks associated with a specific agent, listing, or transaction. We also allow for the creation of 'Special Projects' that may not be linked to any of these three.

Important to know:

• To create, edit, or delete projects, users must have Admin + Configuration access.
• Ability to create a series of various tasks with conditions to trigger automatically or if projected manually added by the user.
• Option to set a default task project that triggers automatically.
• Users can create as many projects as needed for each association.
• Capability to send a project status recap email from the system.

For more information on task types within a project, please click this link.

Step-by-Step: 

Link to Full Step-by-Step Guide