How to create a task to be completed a particular stage in the process, not necessarily a particular date, eg. Order Valuation.
Stage Reminders are actions that need to take place at a certain stage rather than by a certain date. This is especially useful to ensure something is covered before you move on to the next stage, but you're not sure when it will happen.
Contents
Prerequisites
Related articles
Prerequisites
Know how to create a task.
Deals dashboard overview
To customize the dashboard display, go to the top right corner and click an icon.
How to Add a Task using 'Stage Reminder'
To create a Stage Reminder follow the same process as creating a Task but ensure you select the Stage Reminder option and then select the stage you would like the reminder to be triggered.
When a board card, like a lead or deal, moves from one stage to another, BrokerEngine can create a task with a due date that matches the stage's due date. For example, when you create a deal, the first stage is usually focused on getting supporting documentation from the applicants. A common stage due task at this point is Receive documents from client and prepare AIP submission.
To create a stage due task:
Click your profile icon.
Go to the Settings column and Workflow.
Click Boards and Stages.
Select a board and stage for this task.
Scroll down and select a stage. In this example, we create a goal for Deal > Submitted for Pre-Approval / AIP.
Scroll past the Card Details section and locate the Add Stage Due Task heading. Switch on the toggle.
Edit the task name and description.
Select a priority for the task.
Select an Assignee. (see below)
Click Save at the bottom of the page.
Task Assignee - If you check the Broker box, BrokerEngine assigns the task to the card's broker. If you check the Team Role box, BrokerEngine assigns the task to the team member assigned to a specific role for the card. Select a team role from the drop-down list.
Related articles