Apply a task template to a listing

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
• Create a listing task template
• Apply a task template to a listing

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)

• Choose who the task is assigned to:

  • Consultant - a specific individual
  • Consultant group - a shared responsibility across a team
  • Role - such as listing consultant or administrator

  Or leave blank if the task assignee will be decided 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 from the drop down menu
• Select a Linked Action or Library Template if applicable
• Enter a Subject
• Enter a Task Note for detailed instructions on how to complete the task

• 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 down to TASKS (or click on the Tasks tab)
• 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.