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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
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plans are extremely flexible and can be very simple or highly complex, depending on requirements
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| title | Task Plan Setup |
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Task Plans & workflow first require setting-up and configuring by Reapit Support.
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Task plans & workflow can be triggered from an applicant, property, contact, landlord or tenancy record and can be made available to specific records or to all
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Using a Task Plan
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A task plan can be initiated manually and/or a workflow can be used to trigger a task plan automatically
| Tip |
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A sample of working examples of how task plan & workflow functionality in AgencyCloud can be used is available here: 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 initiated manually by subscribing to it, as shown in step 1 below
In this example, a plan with the 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
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Initiate/subscribe client record to a task plan (if not automatically triggered via workflow) If a task plan isn’t automatically triggered by workflow, it can be initiated manually From the relevant record |
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(e.g. a property), in the Activity Feed panel |
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(on right):
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2. Pick task plan Available task plans for the selected record are |
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shown
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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 |
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When the |
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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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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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| Excerpt | ||
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Overview of task plans and workflow functionality in AgencyCloud, with examples and links to libraries for more working examples and required configuration information |