Automated Task Types
Tasks that are automatically created and managed by the system. Click on any card for details.
Respond to Lead Inquiry
Creates a task when a new lead inquiry arrives or when a lead sends an SMS
Active
High Priority
Follow-Up After Self-Showing
Creates a task 1 hour after self-showing starts
Active
Medium Priority
Unresponsive Lead Check
Flags leads with no response for 1+ day
Active
Medium Priority
ID Verification - Awaiting Completion
Flags when lead hasn't completed ID verification within 15 minutes
Active
Medium Priority
ID Verification - Review Result
Send result to lead after verification completes (approved/rejected)
Active
High Priority
Application Follow-Up
Checks stalled applications after 36 hours
Active
High Priority
Self-Showing Confirmation
Smart reminders sent before self-showings
Active
High Priority
Coming Soon
Approved applicant task types will appear here as they are implemented.
Examples: Lease Signing Reminder, Move-In Preparation, Payment Reminders, etc.