BrokerEngine

Manually Assign or Reassign Tasks

Effectively manage tasks by creating filter groups

Set Up Task Filters

Delegate responsibility for leads and deals

Create an Assigned Team

Set up functional roles for leads and deals

Create a Team Role

Create an Ad-Hoc Task within a Lead or Deal

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

Create a Task from Sending an Email

Shelley Maher

Agnes Caballero

Assign cards and tasks to specific teams and people

Delegate work

Introduction to Teamwork in BrokerEngine

Lay the foundation to scale your business

Effective Delegation with the Broker Handover Checklist

Delegate responsiblity for leads and deals

Create an Assigned Team - Classic UI

Teams

Team Roles Overview

Create a Team Role - Classic UI

Delegate responsibilities on a lead or deal

Assign a Team Role to a Lead or Deal

Team roles

Best practices for task management and team collaboration

Manage Tasks - Classic UI

Create an Ad-Hoc Task within a Lead or Deal - Classic UI

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

Create a Stage Due Task - Classic UI

Create tasks with a stage deadline rather than a time deadline

Create a Task to be due at a particular stage. - Classic UI

Convert an email to a task - Classic UI

How Email to Task Works

Use templates to save time and avoid errors

Create a Task Template - Classic UI

Save time and give the team clear instructions

Create a Note Template

View and Manage the Task List

Track targets, completions, and assigned responsibilites

Create a Task Manually

Manage & Edit Tasks

Task List Overview

Start a task when a card moves to a new stage

Create a Stage Due Task

Manage Tasks

Convert an Email to a Task

Create a Task Template

Export Task List to File

Manage all the jobs that need to be completed for your clients

About Tasks

Tasks

Homepage

Go to BrokerEngine

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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