Summary
Learn how to create and apply Task Workflows that combine multiple Task Templates into a structured sequence, allowing you to automate the full listing journey.
This article covers:
About Task Workflows
Task workflows let you sequence multiple task templates into a complete listing journey. Instead of adding templates one by one, you apply a workflow to generate all related tasks at once.
Task workflows provide a complete, repeatable structure for managing every step of the listing lifecycle. This reduces manual setup, ensures nothing is missed, and keeps teams aligned on best‑practice processes.
Create a task workflow
You can group multiple task templates into an ordered workflow to standardise the listing journey.
To create a task workflow:
- Go to: Settings > CRM > Task Workflows
- Select + Add or choose an existing workflow to edit
- Enter a Workflow Name
- Select the Workflow Type
- Add templates using the Select Task Templates dropdown
- Drag and drop templates into the required order
- Mark the workflow Inactive if not currently in use (Optional)
- Select Save
Apply a task workflow to a listing
Applying a workflow adds all tasks from all templates in the correct order.
- Go to: Sales > Listing
- Open the relevant Listing
- Click the Tasks tab
- Click Apply task workflow
- Search and select the workflow
- Select the Consultant responsible for these tasks
- Set the Commencement Date
- Review the list under Workflow Tasks
- Click Apply
Once you apply a workflow, all tasks from every template included in that workflow are automatically added to the listing. Each task comes with its description, scheduled timing, and a linked action button.
You can then work through the tasks in the intended sequence using the provided action buttons or open each task’s modal individually if needed. Any overdue or current tasks will appear in the Tasks tab, making it easy to track what needs attention.