Creating Task Projects

Overview:

In this article, we'll review how to create projects.  Projects are a collection of tasks associated with primarily a specific Agent, listing or transaction.  We do allow project creation for 'Special projects' that may not have an asssociation with either of those 3 as well.

Permission Level to Create/Edit/Delete Projects = Admin + Configuration

• Ability to create a series of various tasks with conditions to trigger automatically or if projected manually added by user
  
• Ability to set a default task project to automatically trigger
• Can create as many projects as desired for each association
• Ability to send a project status recap email from system
• Supports all available Task Types within a project:

Step-by-Step: 

Video Example: 

For a complete video walkthrough on how to Add a New Project, watch the video below.