Project Types & Categories
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Project Type Workflows
Configure workflows that are automatically set up and available as additional options for each project type
Mortgage Project Contact Settings
Configure which project types and categories require estate agents and/or solicitors
Project Progress Settings
Choose which completed tasks should move each project type/category through submitted, offered, and completed stages.
Project type
Project category
Search across all workflow tasks, then tick the tasks that should count for each stage.
Submitted
When one of these tasks is completed, the project can count as submitted.
Selected tasks
No tasks selected yet.
No matching tasks found.
Offered
When one of these tasks is completed, the project can count as offered.
Selected tasks
No tasks selected yet.
No matching tasks found.
Completed
When one of these tasks is completed, the project can count as completed.
Selected tasks
No tasks selected yet.
No matching tasks found.