There are three levels: system plans (provided), account plans (owner/admin managed and shared), and personal plans (your own). Apply a plan to a transaction to create its tasks.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open Settings → Transaction Task Plans to see the plan library.
- Step 2: Create a plan (or duplicate an existing one) and add items — the suggested tasks, in order.
- Step 3: Activate the plan so it can be applied.
- Step 4: On a transaction, apply the plan. Its items become real tasks on that transaction. Where the plan allows it, an owner or admin can exclude a required item at apply time.
Tip: Personal task plans are open to everyone. Account-wide plans are managed by owners and admins.
Tip: Preview a plan before applying it so you know exactly which tasks it will create.
Good to know
- Applying or editing a plan does not move the transaction between stages or change its status.