Automated tasks
Option to set automated tasks.
For example, if you transmit a case there is an automated task to case lender, then say automated task 'is valuation instructed', etc etc
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Mrs Jodie Clayworth commented
Kanban does this though. You just move the case across to each section at the different stages. Adding other sections is creating more work for admin.
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Bryony Hughes commented
very much in agreement - our team would also find this very useful. Ideally, we'd also like to use Smartr as a one-stop system to avoid the need to track case progress elsewhere ie. spreadsheets.
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Matthew Preston commented
It should be amendable to the firm though i.e. a case reaches decision in principle, so if the feature is turned on (make it optional) a task is created automatically, that the company can edit to ensure their process is ok.
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Kelly Wicks commented
This would be very useful if processes for workflow could be bespoke for each firm.
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Matthew Preston commented
Auto tasks