It’s likely that there is a set of standard tasks that apply to every type of transaction that crosses your desk – Each with its’ own separate requirements and due dates. The dotloop “tasks” section is the perfect way to stay on top of everything you need to, but for those tasks that repeat regularly, we’ve created Task Templates.
Task Templates are simple. Create your task lists, and save them as a template that can be quickly accessed at any time – right within your dotloop account.
Here’s how it works:
Add your tasks
Just like you normally would, input the tasks that need to be completed in your loop. This can be anything from getting an appraisal to scheduling movers. No matter what it is you need completed, add it to your task lists.
Save your template
Now that your tasks have been input, you’re going to save the list so that they can be quickly applied to future transactions. Click “Create Template”.
Apply your template
Your tasks are now saved into a template and can be applied to any new or existing loops. Navigate to the tasks section, click “Load Template” and make your pick.
And that’s just the beginning of what dotloop-PREMIUM can do to help you run a more efficient business. Visit www.dotloop.com to learn more!