Dependent tasks and emails let you build parent/child relationships between your actions. This way, you'll only see tasks in your queue that you should take action on, instead of getting assigned all 20 items in an action plan at once!
A child's task or message will not be created until its parent task or message is completed. You'll know an action is a dependent one if there is a line connecting it to another task.
Step by Step
To access current Action Plans or create new:
admin > tasks & events > action plan tab > add email/add task
- Start by selecting the Task & Events tab followed
- Select the Action Plan Tab
- Choose add task OR add email
- Once the task or email creation pop up has come up, select Create Dependency
Q: Who can create Dependencies?
A: Admin, Brokers, and Agents can create dependencies in Action Plans