Knowledge Base

Your Guide to AgentMarketing

Task Plans

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Task Plans are comprised of three parts

  • Task Plan: The name of the entire plan (for example, Listing Task Plan)
  • Milestones: A group of tasks in each Task Plan
  • Tasks: The tasks that need to be completed within each Mileston
     

Sort Tasks

  • Click the group of dots to drag and drop the tasks into the order you want them to appear

Create a new Task Plan:

  • Click Add New button
  • Give the new Task Plan a title
  • Click Save