Form Simplicity: Task Management and List Templates

BHHSEWM: Creating and Managing Task List Templates in Form Simplicity for the Agents of BHHS EWM Realty.

This is a NEW feature you will want to know all about! (60 minutes) – This class will cover Task List Templates.

After registering, you will receive a confirmation email containing information about joining the webinar.

Webinar Description: Task List Templates provides users with the ability to create pre-set task lists related to various transaction timelines and activities, and easily add them into their transactions. Task List Templates can be added to a transaction from within the task list template or from the Tasks section within a specific transaction. Brokers or users with Broker Authority with Task Templates can create brokerage-wide templates for all agents within the brokerage to use.

Instructor: Kaz Cisowski

Technology Training Manager | FloridaRealtors®
7025 Augusta National Drive, Orlando, FL 32822
talk: 407.438.1400, ext. 2746

(Prerequisite: Foundations of Form Simplicity)

Download more information by clicking on the button below.

Download Handouts