In this article we will go over how to manage our Taskforce automations and settings.
To manage our Taskforce automations we need to go to Marketing and Autopilot >> Automations.
Then scroll down to the bottom to see your Taskforce automations.
The top three automations are just for the notifications that are received for your resolved, re-opened and tasks that are assigned to you. To turn this on an off simply click the switch on the right of each task.
The bottom three automations are all related to your auto tasks, there are three types of auto tasks.
1. MA not yet sent - If an MA has not been sent 2 days after the appointment date, an automated task is created.
2. Property on hold - If a property has been on hold for 30 days, an automated task is created.
3. MOS not sent - If property is at SSTC for 3 days and the MOS has not been sent, an automated task is created.
These tasks will normally be unassigned tasks, but you can select who is assigned these tasks, and also switch these auto tasks off if you wish.
We also have a centralised place to arrange all of our task categories and templates. To get here we need to go to settings>>Taskforce Settings.
When we are in Taskforce settings, we can build and edit task templates, and we can create and remove categories for our tasks.
First of all let's take a look at manging our templates. When we click on templates in settings, we come to a list of all of the task templates that have been created.
From here we can create a new template by clicking the new template button on the top left, or you can edit existing templates by clicking on the edit button on the right of each template.
Now let's take a look at how we can manage our categories. When in Taskforce settings, click on categories.
Here we have the ability to add and remove our own Task categories.
To add a new task category, click New Category on the top left hand side, then simply write out the name of your category and click create.
PLEASE NOTE: You can only add up to 10 of your own categories.
To edit a category title, click on the edit button on the right of a category.
To delete a category, click on the rubbish bin on the right of the edit button.
PLEASE NOTE: You can only remove categories that you have created yourself. You can not delete Lifesycles default categories. You can only delete a category if there are no tasks associated with it. If you want to remove a category, you must first make sure it is not associated to any tasks, if it is, you must go in to those tasks and change the category to something else. Then and only then will you be able to delete the category.