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📋 Task Templates
Create and manage task workflows your agents can apply to any contact
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👥 Agent-Visible
🔒 Admin Only
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Template Name *
Description
Category
Buyer
Seller
General
Post-Close
Recruiting
Status
Active
Inactive
Who can use this template?
All Agents
Admin Only
New Mexico Agents Only
Utah Agents Only
Controls which agents can apply this template to their contacts.
Tasks
0 tasks
+ Add Task
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👤 Assign Template
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Select agents who should see this template in their contact dropdown. This is in addition to the visibility setting.
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