When you move a board card (e.g. lead or deal card) from one stage to another, BrokerEngine can generate 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 the client and prepare the AIP submission.
Contents
Prerequisites
None.
Creating a stage due task
To create a stage due task:
Click the profile icon in the bottom left corner of the page.
In the Settings column, expand the Workflow folder.
Select Boards and Stages.
Select a board. A new page displays.
Selecting a stage
Scroll down to the Stages heading. Select a stage. Go to the Card Details section.
Make sure both toggles are switched on:
Show Days-In-Stage Indicator
Add Stage Due Task
Adding a stage due task
Scroll down to the Add Stage Due Task form.
Add a task name and description.
Select the priority.
Check a box to assign the task to the Broker or a team role. If you select Team Role, click the field and select an option.
Click Save.
Checking the results
In this example, we move a deal card from Stage 1 to Stage 2. BrokerEngine auto-sets the Stage Due date.
Then we open the Tasks page to confirm that BrokerEngine auto-generated a stage due task. After enabling a deal card filter, the task is easy to find.
To learn more about the task, click the task name. The side panel opens and displays task details. The task due date is the same as the Stage Due date.
