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

Ranger

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

Tasks

Homepage

Go to BrokerEngine

Find answers and get help from Intercom Support and Community Experts

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