Managing Processes Day-to-Day

Learn what you need to run operational processes day to day

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.

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.

Written by Aimee
Updated over a week ago

Triggering Processes in Bulk

Learn how to start your Lease Renewal and Delinquency processes in bulk.

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.

Written by Aimee
Updated over a week ago

How to Complete Tasks

Learn how to complete your tasks (instructions, emails, calls, etc)

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.

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.

Written by Aimee
Updated over a week ago