The information in this article is accessible only by Admin and TC users in Sisu.
Topics in this article:
Creating Task Lists
In Sisu, Task Lists are groupings of Tasks that can be applied to transactions. This allows you to add groups of tasks at a time (both large and small) so you don't have to add them one at a time for each transaction. Task Lists can also be triggered to appear when certain events take place (e.g., a certain Status or Stage change) so that every applied Task List is applicable and timely.
You can create your own Task Lists by following these steps:
Navigate to Admin > Tasks.
In the 'Add List' section at the top, enter a Name for your Task List.
You can enter a Description as well however this is not required.
Click the Applies To drop-down and select a transaction type.
Click the Trigger On drop-down and select a trigger
🔸 Note: There are 3 types of triggers:
Status Triggers: The Task List is applied to the transaction when a certain status is reached.
Stage Triggers: The Task List is applied to the transaction when a certain stage is reached.
Transaction Field Triggers: The Task List is applied to the transaction when the selected field is populated. If the field is a Yes/No-type field, then only a Yes will trigger the Task List.
Click Submit. Your new Task List appears in the list of existing Task Lists!
Now you'll want to add Tasks to the Task List.
Create New Tasks: Tasks must be created before they can be added to a Task List. If you need help creating Tasks check out the section below titled Creating Tasks.
Add Existing Tasks: As long as a Task has already been created you can add it to a Task List. For help adding a Task to a Task List, check out the section below titled Add Existing Tasks To Existing Task Lists.
Creating Tasks
In order to add Tasks to your Task Lists, you first need to create Tasks under Admin > Tasks > Task (left side menu), where you can find a complete list of all of your existing Tasks. It's sort of your own Task database if you will. Make sure you create every Task that users will need to complete.
Navigate to Admin > Tasks > Tasks (left side menu).
In the Add Task section at the top of the page, choose a Task Type.
Task: Tasks are to-dos that need to be completed.
Notification: Notifications are emails that are sent from Sisu. They don't need to be marked as completed. For help setting up Task Notifications that are customized and personalized, check out this article.
Select who the Task will Auto Assign To when applied to a transaction.
🔸 Note: If you are creating a Task Notification the user selected here will be the sender of the Notification.
Fill out the Task Name and Description (if applicable).
Select a Date Type - Will this Task need to generate a due date based on a transaction date?
Select who this Task Applies To - Buyer, Seller or All.
🔸 Note: If you select Seller and the Task List is applied to a Buyer transaction this Task will not be applied.
Add To Task List - only existing Task Lists will appear here. If you need to create a new Task List you can skip this field and continue with creating the Task.
The Adhere to Business Hours checkbox only applies to Task Notifications. Check out this article for more info on creating Task Notifications.
🔸 Note: Your team's Business Hours are based on the Notification Delivery Window configured in Admin > Team Settings > Profile.
The Auto-Send checkbox allows you to decide if a Task Notification should be automatically sent by the system or if it should only be sent manually by a user on your team.
Click Add Task. Your new Task appears in the list!
Add Existing Tasks To Existing Task Lists
You can add existing Tasks to your existing Task Lists by following these steps:
Navigate to Admin > Tasks.
From the right side of the Task List click the + - Tasks button.
Utilize the 'Select a task to add' search function at the top and click a task in the dropdown to add it to the list.