To create a Task Plan, follow the steps below:

  1. Click on the Task Manager Icon.
  2. Click on Task Plan Builder link.
  3. Enter in a task name and the number of tasks in this group, this can be changed through the Edit Task Plan link.
  4. In the yellow box you can set conditions to have the Task Plan auto initiate. (ie. Task Plan will start when the status of the listing is set to pending).
  5. Below the yellow box you can set up each task and assign them users.
  6. Click Save Task Plan when you are finished.