Form Simplicity

Creating & Managing Task List Templates

Course Overview

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.

What You’ll Learn

    • Efficient Task Management
    • Seamless Integration
    • Brokerage-Wide Templates
    • Optimizing Collaboration

Self-Study Review

Kaz Cisowski

Kaz Cisowski

Trainer | Florida Realtors
407.587.1450 | Online Chat

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