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FlōPlan Update: New Tasks Feature

Nov 18, 2021

Keep Organized with the New Tasks Feature, Available Now!

When a floor plan is needed for a property, that decision is made well before an agent reaches the property. With FlōPlan Tasks, agents will be able to start the floor plan creation process sooner to better fit scanning into their workflow.

A new task button will be added to the FlōPlan app’s main navigation, allowing users to see tasks that are assigned to them and review tasks they have assigned to others. Agents can add new tasks and reassign tasks to themselves or an invited collaborator. This is great for agents that like to delegate and keep an eye on the completion of the pre-listing process.

RSVP for the Tasks webinar

What Has Changed?

A new “tasks” icon will be included in the main menu of the FlōPlan app where this new feature can be used.

Why Did We Make These Changes?

A new tool needs to fit into the listing workflow to be effective. FlōPlan tasks fit into the pre-listing checklist by creating assignments in an easy to use list. FlōPlan can help agents get the task complete by managing and assigning the floor plan to be scanned right from the FlōPlan mobile app. Agents can keep a better view on tasks and monitor their progress.

What else?

FlōPlan Tasks are located in a new menu item on the main navigation.

  • The tasks tab allows users to see tasks that are assigned to them and also review tasks that they have assigned to others.
  • Agents can add new tasks
    • For each new task, the agent will put in an address
  • Next, choose the assignee from the options
    • Add new collaborator as assignee
    • Choose an existing collaborator
    • Choose themselves as assignee
  • Agents can reassign tasks
    • Select the task
    • Choose new assignee from the options:
      • Choose an existing collaborator
      • Choose themselves as assignee
      • Add a new collaborator as assignee
  • Agents can delete tasks
    • Select the task
    • Confirm deletion
    • Assignee is notified if current user does not equal assignee.

We’ve also updated startup for new users who choose listings to assign to collaborators during onboarding. Listings chosen and assigned will be automatically created as tasks.

RSVP for the Tasks webinar