Transactly Knowledge Base
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Tasks
Offers
Showing Scheduler
Tasks
Templates
General Information
Your Preferences
Help
Listings & Transactions
Earnnest Earnest Payment Integration
Team Members & Contacts
Email & Inbox
Email Templates
Documents
Coordination Orders
Coordination Clients
Internal Training
Billing
Office, Brokerages
Connections/Vendors
Partner Portal
Stripe Setup
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Transactly Knowledge Base
Tasks
Offers
Showing Scheduler
Tasks
Templates
General Information
Your Preferences
Help
Listings & Transactions
Earnnest Earnest Payment Integration
Team Members & Contacts
Email & Inbox
Email Templates
Documents
Coordination Orders
Coordination Clients
Internal Training
Billing
Office, Brokerages
Connections/Vendors
Partner Portal
Stripe Setup
Tasks
Manage your listings and transactions with a customizable task list.
How to Create a Private Task Note
How to Utilize Task Statuses
How to Add a Task
How to Delete a Task
How to Connect Your Transaction to your Google Calendar
How to Create a New Task Category
How to View or Make a Note on a Task
Templates
How to Create Custom Task Templates
How to Edit & Delete Global Task Templates (Internal)
How to Apply a Custom Task Template
How to Add Global Task Templates (Internal)
How to Apply a Custom Task Template
How to Change Your Task Template
See more
