Make Task Templates Smarter

Tasks are a wonderful addition to SkySlope, and being able to assign tasks to another agent or TC is wonderful, but I cannot setup a Task Template that auto-assigns items to a particular person. I would love to be able to make a task template, and include who does what task. In our brokerage, with at least most of our teams, certain agents have certain responsibilities, and therefore would ALWAYS be the assigned agent/TC for a particular task. As these teams get busier, manually assigning each task can be a laborious process, with an average of 40 tasks per listing/transaction it could be someone's entire day just to manually assign these. Can this not be turned on just like it is on Create Task? It seems like a simple switch, and an obvious on at that.

Sean Williams

January 26, 2015 15:20

This would be such a helpful feature and save so much time!!

Stacie King Gordon

January 26, 2015 15:34

This would be so helpful!!

January 26, 2015 15:40

Courtney Wheatley

January 26, 2015 15:42

This would save so much time and energy! Please make this possible as soon as possible!

Andy Leskowitz

February 12, 2015 19:54

Would also love to see this implemented. Would also love to see the ability to accept new incoming tasks in bulk instead of having to walk the list one at a time.

Eric Burch

November 28, 2016 16:57

Would love to see this implemented!

Make Task Templates Smarter

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