Save for Later
This guide was created with Scribe in
2 minutes.
Sign in and create your own!
Create an Agent Onboarding Task Project
0 step
|
2 minutes
Brokerageengine
1
 of 6
Create Task Project
Add Tasks to Project
Delete a Task from Project
Set a Task to be dependent on the completion of another task
Set which Project to Auto Trigger
Test Task Project
alert ordinal icon
Alert! -Requires Configuration permission or System Admin Permission
Create Task Project
1
Click here.
Zoom Saved
2
Click "Project"
Zoom Saved
3
Click "Add Project" OR you can use one of the default placeholders already displaying.
Zoom Saved
4
Enter Name of Project
Zoom Saved
5
Select agent for project association
Zoom Saved
6
Enter a project description
Zoom Saved
7
Click "Add"
Zoom Saved
Add Tasks to Project
8
Click here.
Zoom Saved
9
Click here.
Zoom Saved
10
Select the category for the task
Zoom Saved
11
Select the type of task
Zoom Saved
12
Enter the name of task in summary section
Zoom Saved
13
Click "Add"
Zoom Saved
Delete a Task from Project
14
Click this button.
Zoom Saved
15
Click "OK"
Zoom Saved
Set a Task to be dependent on the completion of another task
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe