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Managing Processes Day-to-Day

Managing Processes Day-to-Day

Learn what you need to run operational processes day to day

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7 articles in this collection
Written by Aimee
Starting/Triggering Processes

Triggering A New Process

Learn how you can trigger the next process that needs to happen with a property, owner, or tenant.
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Written by Aimee
Updated over a week ago

Starting Processes from the Properties Page

Learn how to start processes from the properties page using property tags and fields.
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Written by Aimee
Updated over a week ago

Triggering Processes in Bulk

Learn how to start your Lease Renewal and Delinquency processes in bulk.
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Written by Aimee
Updated over a week ago
Running a Process

How Team Roles & Task Assignment Works

Learn how it is determined who is responsible for a task.
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Written by Aimee
Updated over a week ago

How to Complete Tasks

Learn how to complete your tasks (instructions, emails, calls, etc)
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Written by Aimee
Updated over a week ago

How Custom Fields & Conditional Logic Work

Learn how custom fields and conditional logic affect which tasks you will see in a process.
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Written by Aimee
Updated over a week ago
Process Reporting

Process Dashboard & Reporting

Learn how you can customize your process dashboards and create custom reports.
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Written by Aimee
Updated over a week ago
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