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Task Search Enhancement: Filtering by Workflow Type

With this release, we have enhanced the DONE task search function with a new filtering option called “Workflow”.

Tasks Enhancements
Published by David Habedank

Automated tasks in Brokerage Engine can be configured with unique workflows, making them more useful for the specific task at hand. For example, a task using the “Marketing” workflow will include an approval stage. A task using the “Photo” workflow will include a step for agents to select their preferred photographer and schedule time for a photo shoot. You can learn more about tasks workflows here.

When it comes to finding previously completed tasks, some customers may have tasks named similarly, but using different workflow types. Or, you just want to find all tasks of a particular workflow type such as completed photo shoots. Previously, this could be a daunting process - particularly when dealing with a large volume of DONE tasks.

With this release, we have enhanced the DONE task search function with a new filtering option called “Workflow”.

Task Search Enhancement: Filtering by Workflow Type

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