Task Mastery

Many agents and admin overlook the power of the “task lists” in dotloop.  Everyone has a list of items that need to be done to list a house or close a transaction, even if it is only currently in your head.  Now is the time to make those lists work for you!

First sign into your dotloop account.  There are two ways to create a task list and I recommend creating it in a loop because you can rearrange the order of the tasks, where currently in the templates section, you can not.  Create a loop called “Task List Loop” or use a sample loop you already have.  At the bottom of the loop, click “Add Task” and a new list will be started.  Start typing the items you want on your list.  Drag and drop them to the order you want them.  I also suggest that you keep all of your task lists in the same loop incase you accidentally delete it, you have a place you can load it from again.  Task Lists Options

Rename the task list to what it is, for example: “My Listing Checklist” or “My Contract Checklist”, etc.  To do this, click on the down arrow next to the folder name and select “rename”.  This is also where you will see the option to “Create Template”.  Once you have clicked on the “Create Template”, it will ask you to name the new template and create template.

The most unused portion of this feature is that you can add live links to the task lists and when you do it becomes a live link that the client can click on and go to your website or other webpage you have linked to.  The most common use for this would be using your website as a reference with a page that has the local utility companies or local inspectors listed so they can easily access the information.  This also creates SEO (Search Engine Optimization) for your website (if you are running the link to your website).  Task List Options

Think of having a task list for your client to complete items for a transaction!  You can also “share” or “hide” the task lists from clients.  The admins for your office also have the option to “lock” the task list from the agents.  This is used for compliance because let’s face it, agents sometimes think they have completed something correctly, and the office thinks differently.  🙂  The task lists are directly connected to the loop percentage so if you have 4 tasks and you complete 2 of them, you have 2 left which gives you a percentage of completion of 50%.

Task %

As a quick reminder, “Urgent Tasks” are automatically added to a loop when there is a from that requires your signature or initials.  They are also automatically checked when you sign or initial where needed and document name is a “link” that takes you into the document if you click on the name.

Once the task lists are created and you want to load them into a new loop, click on the “Load Template” on the bottom right of the loop and select the template decided for that loop.  Reuse them as many times as you want because you are now a task master!

I can be reached at Carolyn@icarolyn.com, by phone or text at 918-951-9020 or visit my website at http://www.SearchTulsaHouses.com.  For technology training or consulting assistance visit http://www.iCarolyn.com.

Embed Video into eEdge Website

I get this question asked a lot and it is a great way to enhance your website!  For todays example, we are going to add the YouTube video by KWRI with Jay Papasan of “Why some houses sit while others sell” to our Sell tab of our eEdge website.

Manage eEdge Website

Manage eEdge Website

First, sign into your myKW.KW.com intranet and go the “Manage eEdge Website” under the myMarketing section of your eEdge.  We are going to add a video in the “Sell” tab of your eEdge website so go to the “Sell Text” on the left side of the screen.  Scroll down to the bottom of the edit box and click on the box to put your curser at the end of the text.  Press enter to add a space and that is where are are going to add our video.

YouTube Embed VideoNow, on another tab or window to to the website that has the video you want to enter.  For this one we are going to YouTube.com and search for the video.  Once you find the video you want click on the “Share” button below the video and then “Embed”.  Now select the “Use old embed code” and unselect the “Show suggested videos when the video finishes”.  You can also change the size of the video box by selecting the drop down or choosing custom to add your own size.  Copy all of the code in the box above.

Do NOT forget to click the HTML button!

Do NOT forget to click the HTML button!

Go back to your myKW.KW.com website and you should be on the same place where you left your curser at the bottom of the “Sell Text” box.  The most important step to this is to click the HTML button at the top of the edit box.  If you skip this step it WILL lock up this page if you try to insert HTML code to the regular box and save it!  Once the HTML box opens, it will look like garbage, but scroll to the bottom and “paste” the embed code from YouTube.  Click “Update” and it will take you back to the edit box.  You will only see a yellow box where the video will show on the website.  You can now center the video or change the alignment by putting your curser next to the yellow box and selecting the alignment at the top.  Click the “Save” button and go to your website to make sure it shows the way you want it to.  To see our finished product from this example, click here.  Now you have embed a video into your eEdge website!

I can be reached at Carolynt@kw.com, by phone or text at 918-951-9020 or visit my website at www.SearchTulsaHouses.com.