Tasks & Activity Schedules

 
  • Activity schedules allow you to create a list of common tasks such as follow-up calls, emails, letters, SMS, e-newsletters etc that need to be completed after a trigger. These can be assigned to both properties and/or contacts.
  • For example when a property is changed from 'Appraisal' to 'Listing' you can apply an activity schedule with all the tasks that need to be completed. The schedule can have tasks assigned to multiple people for example in a 'New Listing' schedule you may have certain tasks assigned to an administrator such as organise photographer, notify tenants and other tasks assigned to the listing agent of the property such as organise inspection times with owner. 
  • Or perhaps you have met a new prospective vendor that you have set up as a contact and would like to have a series of follow-up reminders activated. For example, a 4 x weekly follow up calls. This can be set up as an Activity Schedule template which then gets applied to any prospect that meets this criteria. 
  • You can even create generic schedules with tasks you would like to complete in a specified time frame that do not necessarily apply to a specific contact or property. For example a Spring Prospecting Campaign. This schedule will have a list of tasks you would like to be reminded of in your task list during this campaign e.g. 1, 2 and 3 months after start date send Spring Newsletter, call Hot Prospects at week 1, 6 and 12 etc. 
  • When a schedule is applied you can specify a start or due date. All tasks in the template will generate based on this date e.g. 1 week after, 1 month before etc
  • You can link SMS, Email, Letter and E-Newsletter templates to specific tasks to be generated straight from your to do list saving you time and increasing your productivity.

 

1. Search for your Property and open the Property Card
 


 

2. Click the Tasks icon  

 


 

3. Select Create a Single Task

               Apply Activity Schedule

               View Tasks for this Property


 

If you select view tasks for this property the property task view will appear, here you can add a task, delete a task, view current property tasks or view completed property tasks.



You may also be interested in: / You may also want to know:

How to edit a task

How to attach a file to a task

How to complete a task

How to view applied activity schedules

How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook?

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