Task plan library
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
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:
Task plan & workflow overview (including how to initiate/subscribe to a task plan)
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: Task plan & workflow overview (including how to initiate/subscribe to a task plan) | 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)
For more detail on each task plan, click a title below:
Potential new business
Task plan title | Task plan steps | |
---|---|---|
1 | Pre-appraisal contact |
|
2 | Chase after market appraisal |
|
3 | Chase lost market appraisal |
|
4 | Follow up lost instruction |
|
5 | Post MA - keep in contact with vendor |
|
Customer care
Task plan title | Task plan steps | |
---|---|---|
1 | New instruction courtesy call |
|
2 | New applicant follow up call |
|
3 | New to market survey |
|
Process reminder
Task plan title | Task plan steps | |
---|---|---|
1 | New tenancy |
|
2 | EPC due |
|
Keeping in touch
Task plan title | Task plan steps | |
---|---|---|
1 | Welcome to your new home - sales |
|
2 | Welcome to your new home - lettings |
|
3 | New vendor anniversary calls |
|
4 | New vendor anniversary calls plus FS & MA prompts |
The above step could be repeated at 3/4/5 year+ anniversaries |
5 | Archived sales applicant |
|
6 | Archived lettings applicant |
|
Configuration information
When requesting task plan configuration, to allow Reapit Support to get a comprehensive view on your requirements, please provide answers to the following questions:
Who should the task plan impact? (i.e. Company/Office/User)
When do you want the task plan to trigger/activate? (e.g. when a property status is 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(e.g. when a property status is set to withdrawn, trigger the Follow up lost instruction task plan)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)