Summary
Learn how to create and apply task templates to listings to streamline compliance, advertising, and appraisal workflows. Easily assign repeatable tasks and track progress with colour-coded templates.
This article covers:
Overview
Listing Task Templates allow agents and administrators to standardise workflows for appraisals and listings. You can now create, colour-code, and apply task templates directly to a listing—making it easier to manage compliance and marketing tasks.
Task templates are available for Contacts, and you can create them for listings as well.
Create a listing task template
Set up reusable templates for listing-related tasks to save time and maintain consistency.
To create a listing task template:
- Go to: Settings > CRM > Task Templates
- Click +Add
In the Add task template modal
- Select Template Type (note that personal templates will only be accessible by you)
- Select Related To Sales Listing
- Enter a Template Name (e.g., Listing Compliance Tasks)
- Click Continue
An Edit task template modal will display.
- Select a Template Colour to help visually identify it later
- Click +Add
- Add each task item (e.g., Sign up solicitor, Submit paperwork, Put up signboard)
- Optionally assign each task to a role, or
- Optionally select the specific Consultant to receive the Task from the drop down, or
- Optionally leave the Consultant un-selected so it can be assigned when applying the task template
- Enter the number of Days, Weeks, Months or Years after the commencement date that you want the Task to fall due (note that this can be a negative value)
- Select the relevant Task Type
- Select a Library Template if applicable
- Enter a Description
- Click Save
Apply a task template to a listing
Attach an existing task template to a listing so tasks are automatically created and assigned.
To apply a task template to a listing:
- Go to: Sales > Listings
- Select the Listing record
- In the Sales Listing tab
- Scroll to TASKS
- Click Apply Task Template
- Search for and select the desired template (e.g., Listing Compliance Tasks)
Select the Consultant who will receive any tasks not already assigned to a specific consultant or role in the template
Enter the Commencement Date (optional as the date will auto-populate)
Tasks will be scheduled forward from this date.
- Click Apply
All individual tasks from that template will be added to the listing automatically.
What's next?
Create a task template and Apply a task template to a contact to streamline your contact workflows in the same way.