I: Action Plans for Properties (property action plan)
Use custom action plans to create task lists for Transaction Management that will be applied to a Property to help keep your team on track throughout the entire transaction.
To create a property action plan from scratch:
Under your name in the upper right of your account, go to Settings then the tab for Action Plans.
Click Create New Property Action Plan.
A pop-up screen will appear. Enter the name of the Action Plan you want to create. Click Save.
Click the dropdown [+] next to the name of the plan to Add An Action. For Property, this is always a task.
Fill out this form, choose whether or not it should be visible to viewers (your clients and collaborators on a transaction), add Instructions for your team (which are always private—hidden from viewers).
Set this task to happen on a specific day, or to only after another task occurring first. These are Contingent Tasks.
You can make tasks automatically re-occur in this area too. Set tasks to reoccur every [Monday] or every [3 days].
Continue adding actions to your plan. Actions added will display sorted by due date for the actions/emails.