REIFlow for Podio is entering it’s last stage of development. The goal is to be ready for its first round of Beta Testing in Mid July. I know a lot of you are waiting for the release which has me excited!
In this post I wanted to show you all one of the really cool features of REIFlow…Custom Task Creation.
A great way to manage your leads and keep yourself on track is to use tasks to dictate your work flow. I know many Podio users use the Tasks feature to help schedule out there days, weeks and months.
For me, the process of thinking what tasks need to be done and then manually creating them each time something occurred was a daunting task.
Why did I create Custom Tasks?
When I first started developing REIFlow the plan was to program into the system a tasks that I thought everyone would want. The idea behind my thinking was two fold…
- To make the system as easy and simple as possible.
- If I came up with the tasks, users wouldn’t have to. We all like a set formula for doing things.
Everyone did things differentlyAfter talking and observing other investors and how they do business I quickly realized that my original thinking wouldn’t work. Everyone did things differently.
Seeing this, I realized that I needed to give the user the ability to setup Custom Task Templates.
Basically what this means is that a user can create a rule which says…”if this action happens, create this task”.
What are Custom Tasks?
When this happens…create a task for me to do thisCustom Tasks are a simple concept in REIFlow. The basic premise is “When this happens…create a task for me to do this”.
Here are a couple examples of what I’m talking about…
Lead: You get a call from Johnny Seller. He inherited a house that is a mess and needs a ton of repairs. He isn’t in a hurry to sell the house and is looking to maximize the sale price.
Podio Action: You think this lead has potential, but feel it would be best to follow up with him in a couple of weeks. So we update the Follow Up field to 1 month for the lead item.
Task Created: ReiFlow auto-creates a task that adds “Follow Up with Johnny Seller” on your calendar for 1 month from today.
Lead: A new lead comes in and the seller is highly motivated.
Podio Action: You create the lead in REIFlow and mark it as motivated.
Task Created: ReiFlow auto-creates a tasks for (1) Create a property workup (2) Make an appointment to see the house. It then assigns these tasks to your Property Partner.
See it in Action
Here is an video demonstrating how Custom Tasks are implemented in REIFlow. In this video I create a custom task to call a lead. This task will be triggered on marking the lead’s motivation level to Highly Motivated.
Tell me what you think
What do you think of this REIFlow feature? Do you see yourself using it?
Additionally, if you have any ideas that might enhance this feature I’d love to hear them!
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