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allow tasks to be done in groups (modules) instead of plans

Feature Request

Instead of having one plan that has every possible outcome for a transaction/covers all possible contingencies, allow for specific pre-prepared modules to be used (A Financing group, a Home Inspection Group, a Termite Inspection Group, etc) to make it easier to customize each transaction

Posted by An Anonymous User ·
Status: Completed1 comment

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Comments1

  • Brett Keppler

    Team•

    Nov 6, 2024

    Users can create multiple versions of mini-workflows and add them when necessary. Or, users can assemble multiple tasks into a “Group” and add them in chunks at the beginning of a transaction.