For Realtors
For the most part what I, and most Realtors need is the ability to create a checklist with the same 25 to do items, over and over again. The kicker is to find a software that will has the ability to preset the number of days each task in your list has before it is due. Instead of individually assigning 25 tasks times the number of files that come across your desk every day. Something that will make this process efficient. All you have to do is slap a name on the checklist, have the ability to add or delete a task in case a certain task is not necessary. I am guessing once you create the checklist, the due dates should filter into your calendar. You should always have the ability to mark things done, if you get them done before their due dates.
So for instance:
Taylor: (file name)
- File Set Up (1 day)
- E-mail Introduction (1 day)
- Order Pictures (2 days)
- Sign In Yard (2 days)
- MLS (1 day)
- Website (2 days)
- Order Title (3 days)
- Order Appraisal (7 days)
Order Appraisal (5 days
This is already possible with Recurring Tasks. Please let us know if this isn’t enough.
We do plan to enhance this functionality considerably very soon.