Task & message templates
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Configurable options for Enterprise customers
Use of task/message templates and workflow requires setup from Reapit Support, click here to contact Reapit Support
For more information on task plans & workflow, click here:
https://reapit.atlassian.net/wiki/x/BoD3Bw
Templates can be setup for use with tasks and messages and can also be implemented when tasks are used within workflow configuration
Template configuration options
Templates can be set up to:
Send to a whole office or specific negotiators
Send from one/more specific records (i.e. applicant, company, contact, landlord, property, tenancy, renewal); or be used from all records, including the Organiser panels (where applicable)
Use just for sales or lettings properties, or both
Be used as a task (with task functionality) or a message
Where task is chosen, can set task type and when it is activated
The body of the task/message template can be set up to use merge codes as well as text, merge codes instruct the template to take the required information from your Reapit database
Example template
In this example, a template has been set up to be available from a sales property record - it will be sent as a task to specific users across various offices
Merge codes have been used to pull information from the current property into the task, along with specific instruction text for the users receiving the task
1. Creating the task From the property record:
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2. Select template Available task/message templates will be displayed
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3. New task/message The new task will be displayed with content determined by the selected template
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