Brokerage Engine Support

Creating Task Projects


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:


Video Example: 

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

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