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Task Templates for Listings

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Don't know what Task Templates are? Read Task Templates first.

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This page talks about adding a manual Task Template to a Listing. For information about Task Templates that are automatically added to every Listing, read Task Templates / Automation

Task Templates are for things you routinely do without even thinking, or even things you should be doing but sometimes forget.

Just think, perhaps when you have a new Listing, you always do the following:

  1. Put up Listing sign
  2. Book Stagers
  3. Create InfoPack
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Task Templates must be made ahead of time in Tasks > 3-dot menu > Task Templates

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To add a Task Template to a Listing, do the following:

  1. In the sidebar, click on Listings
  2. Select the Listing you want to edit
  3. Click on the Edit button in the Listing's details
  4. In the edit form, scroll down and select Add Task Template
  5. Select the Task Template (or Tasks) you want to add and click on Select

Your Tasks can be viewed in the Tasks page or in the Tasks tab of your Activity Card at the bottom of your Listing's details.