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This guide has been reviewed against our global client base and classed as relevant to all regions |
A task plan is a predefined sequence of steps which are applied to a specific record
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Each step might be a reminder to call, to send an e-mail, send a letter or to trigger a preset workflow, which could itself display a specific screen or run a program
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Task plans are extremely flexible and can be very simple or highly complex, depending on requirements
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Task plans & workflow
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can be
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triggered from an applicant, property, contact, landlord or tenancy record and can be made available to specific records or to all
A task plan can be instigated manually and/or a workflow can be used to trigger a task plan automatically
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A sample of working examples of how task plan & workflow functionality in AgencyCloud can be used is available via thehere:
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Task plans & workflow first require setting-up and configuring by Reapit Support - both of the above libraries contain a Configuration information section which outline the information required when contacting Reapit Support to request set-up |
Example task plan
As explained above, a task plan can be set up to automatically trigger on an action - however, a task plan can also be triggered manually, as shown in section 1 below
In this example, a plan with the
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3 steps is used, as follows:
1 day after subscribing a new vendor to the plan, a call reminder is sent to a specific negotiator to request a welcome call
7 days after completion of the previous task, a call reminder is scheduled for the same negotiator
1 day after completion of the previous task, a flag to send an email using a specific template will be sent to the same negotiator
1. Subscribe client record to a task plan (if not automatically triggered via workflow) From the relevant record | :From , in the Activity Feed panel | , click +(right):
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2. Pick task plan Available task plans for the selected record are | show on the leftshown
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3. Start task plan A screen to schedule the first reminder is shown: 
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4. Complete first task When the first task is due, it will be displayed in the Call Reminder section of the Organiser:
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5. Send email The third and final stage of this task plan is to send an email As before, from the Organiser, open the reminder screen:
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6. Completing Complete the task plan When the final stage of a task plan has been completed, the following screens will be shown
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A Task Plan is a predefined sequence of steps which are applied to a specific record - each step might be a reminder to call, to send an e-mail, send a letter or trigger a preset workflow, which could itself display a specific screen or run a programOverview of task plans and workflow functionality in AgencyCloud, with examples and links to libraries for more working examples and required configuration information |