In this article, we'll review how to create projects. Projects are a collection of tasks your teams would need to complete for Agent Onboarding, Agent Termination, and Transaction Management. Your team can utilize categories to help assign tasks to specific departments. As well as utilizing different workflows, including admin reminders, admin checklists, agent reminders, etc...to ensure that all your to-dos get completed. For your convenience, below the following resources are available:
- Step-by-Step Guide
- Video Example
For a complete video walkthrough on how to Add a New Project, watch the video below.