Task workflow templates are an organized set of individual tasks grouped by milestones that can be used over and over again, deal after deal. Workflow templates allow you and your team to continuously improve how you manage deals and deliver services to your client.

You also have the ability to control the visibility of tasks with your clients. Some brokers like to utilize the tasks with their clients and other choose to keep it for more internal operations.

The video below provides an overview of how to begin creating and using task workflows: