Automatically Generating a List of Tasks

D

DarleneZ

How do I create a list of tasks that I can re-use for each new client?

For example, I run a real estate business. Each time I sign-up a new
client, I have a list of 100 tasks to complete. For each new client, it is
the same list of 100 tasks. Right now, I must re-enter each of the 100 tasks
for each new new client. How do I create a list of tasks that I can
automatically generate for each new client I sign-up and apply to each new
client?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top