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