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This guide has been reviewed against our global client base and classed as relevant to all regions |
This page contains a sample of working examples of how task plan functionality in AgencyCloud can be used
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Task plans are set-up and configured by Reapit Support, see last section on Configuration information For general information on task plans & workflow functionality in AgencyCloud, click here: A workflow library is also available here: Workflow library |
How do I use a task plan?
A task plan can be:
Initiated manually
As outlined here: https://reapit.atlassian.net/wiki/spaces/RW/pages/133660678/Task+plan+workflow+overview#Example-task-plan (see step 1)Automatically triggered via workflow
For example, when a lettings applicant is archived - workflow can be set up to trigger the Archived lettings applicant task plan automatically (workflow is also set up by Reapit Support)
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Task plans need to be set-up and configured by Reapit Support - click here to request this Any request for configuration requires authorisation from your company’s key contact |
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When do you want the task plan to trigger/activate? (e.g. on when a property status changeis changed)
Do you also need workflow setting up to trigger the task plan automatically?
(e.g. when a property status is set to withdrawn, trigger the Follow up lost instruction task plan)
What is the result of the task plan? (e.g. send email/call reminder/reminder task)
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