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This guide has been reviewed against our global client base and classed as relevant to all regions |
A
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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
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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
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A task plan can be initiated 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 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
1. | Subscribe 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 | :From (e.g. a property), in the Activity Feed panel | , click +(on 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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After adding notes, click Accept |
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Tasks can be completed ahead of time, dates for subsequent tasks in the plan will be changed accordingly |
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:
Click Send E-mail
The email is created and shown on screen, allowing you to check it before sending
6. Completing Complete the task plan
When the final stage of a task plan has been completed, the following screens will be shown
Click Yes to mark the task as completed
Clicking Yes to start another plan will display other relevant plans available
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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 |