AccountTECH Webinar: Checklists Step-by-Step

This webinar is going to go step-by-step with Setting up Checklists as “To-Do” lists on a variety of Property types. We are going to start at the very beginning with creating a selection of types of Tasks. Then we are going to build a number of task lists into Groups – based on the kind of Transaction we are managing. Finally, we are going to cover how to apply a task list to a specific property – and then mark the tasks as done when they are completed.

TransactionPlan is an entirely new web application is included in the software subscription of all AccountTECH clients and will be replacing AT Perspective.

In this one hour webinar, we will review how to complete tasks that will be familiar to users of AT Perspective, but in this entirely new, html5 design. Attendees will see that the new design makes it much easier and faster to manage your transactions.

Title: TransactionPlan Checklists in Detail
Date: Friday, April 25, 2014
Time: 12:30 PM – 1:30 PM EDT

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