BrokerEngine

Best practices for task management and team collaboration

Manage Tasks - Classic UI

Auto-generate a task when a board card moves to a stage

Create tasks with a stage deadline rather than a time deadline

Forward an email to BrokerEngine to have it imported as a task

Use templates to save time and avoid errors

Save time and give the team clear instructions

Display a list of jobs that need to be done for your clients and contacts

Track targets, completions, and assigned responsibilites

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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