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

Additional Resources