Operations Video Series
By Alexa1 author28 articles
- 1. What is a Process? Why have a Process Management Solution?
- 2. The Structure of a Process
- 3. How to Find Your Processes & Tasks
- 4: How to Fill out Fields in Task Instructions
- 5. How to Send Emails
- 6. Tracking Calls in Processes
- 7: Adding Notes to Processes
- 8: How to Edit Tasks
- 9: What is Conditional Logic?
- 10: Starting Processes Manually & Automatically
- 1: Setting up Direct Integration with Your Property Management Software
- 2: Creating a Process Type
- 3: Adding Contact Roles
- 4: Adding Stages
- 5: Adding Workflow Steps
- 6: Task Instructions
- 7: Adding Custom Fields
- 8: Conditional Logic
- 9: Step Delays
- 10: Stop/Wait Steps
- 11: Assigning Tasks to Users or Roles
- 12: Email Templates
- 13: Starting Processes
- 14: Custom Process Dashboards
- 15: Managing Your Tasks