Create an Agent Onboarding Task Project | Scribe

Create an Agent Onboarding Task Project

  • 32 steps |
  • 2 minutes
  • BrokerageengineBrokerageengine
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Alert! -Requires Configuration permission or System Admin Permission

Create Task Project

1
Click here.
2
Click "Project"
3
Click "Add Project" OR you can use one of the default placeholders already displaying.
4
Enter Name of Project
5
Select agent for project association
6
Enter a project description
7
Click "Add"

Add Tasks to Project

8
Click here.
9
Click here.
10
Select the category for the task
11
Select the type of task
12
Enter the name of task in summary section
13
Click "Add"

Delete a Task from Project

14
Click this button.
15
Click "OK"

Set a Task to be dependent on the completion of another task