Automate tasks for updates in lead/project status. For example, send to-do tasks on deposit received, remind salesperson on "appointment canceled" lead status, or create tasks for crew on jobs
You can automate to-do tasks to populate every time a lead status or project status updates. Some use cases for this would be, sending a to do task to someone in the office when a deposit is received, a reminder for a sales follow-up if a lead goes into an "appointment canceled" type of status, or to do tasks for crews out on the job. In this example, we'll set a to-do task to be sent to the project manager every time a job is in progress.
1. Click on Admin
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2. Click on Configure
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3. Click on Project Statuses (Or Lead Statuses if you want your to do task on a client lead based status)
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4. Click on the In Progress Status (or whichever status you want the to-do task(s) on)
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5. Click on New Automation
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6. Name your automation
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7. Click on -- Action Type --
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8. Select "Create To-Do"
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9. You can choose if you want this To Do to populate on weekends and holidays
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10. Click Save
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11. Click on New To-Do Action
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12. Choose a time frame for when you want this task to show up on someone's to-do list.
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13. Assign to who should get the task
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14. You can update/edit what the to do task title is
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15. Type the task to be done.
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16. Click on Save & Close
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17. Click on Save & Close two more times and you're all set!
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