This article walks you through how to set up Action Plans in Rethink. Think of Action Plans as reusable to-do lists — a set of predefined tasks you can quickly apply to a record to help streamline your workflow and save time.
For example, say you’re managing client renewals and find it tough to stay on top of everything — rent increases, sending out renewal options, processing responses, marketing the space, collecting payments, and more. Action Plans can help you stay organized by automatically assigning tasks to the right people, looping in co-brokers or team members, and making sure nothing slips through the cracks.
Creating an Action Plan Template
Go to the App Launcher and type in Action Plan Templates, then select it from the results.
Click New and fill out your Action Plan details. Below are explanations and considerations for Action Plans:
Select how many Days After the Action Plan will begin. This value determines the due date of the task. For tasks with no dependency, the due date will be offset from the plan start date. For tasks with a dependency, the due date will be offset with the expected due date of the task in which it depends on. If 0, then the task will due immediately.
Choose who to Assign To (if left blank, it will default to whoever assigns the Action Plan to the record page).
Select the Category (Email, Phone, Meeting, etc.) as the desired action for the assignee.
Select the Level of Priority (High, Medium, Low) as a reminder of timeliness.
Check Send Email to send an alert via email when the task is due.
Check Reminder to send a task notification in Rethink when the task is due.
Add Additional Comments as a note to yourself or others.
If your Action Plan will contain just one task, then click Save. If additional tasks will be included, then select Add New Task to continue the process.
When adding more tasks, note that when Task Dependency is selected, the "Days After" is dependent on the completion of the previous task.
Below is an example of a detailed Action Plan:
Action Plans can be applied to a Property, Deal, Contact, or Call List. Once an Action Plan is applied, the fun begins!
Applying an Action Plan to a Record
In this example, we’ll walk through how to apply an Action Plan to a property. On the property record, go to the Related tab and look for the Action Plans section. Click the dropdown arrow, then select Apply Action Plan.
Select the Action Plan you want to assign, or begin. These details are editable. Ensure that you set the Plan Start Date.
Note: Action Plan functionality does not work on Spaces/Units.
Applying an Action Plan in Bulk to a List
Assuming you've already created a List and an Action Plan template, you can use the List widget located in the utility bar to apply the template to your call list.
Edit Category Values in Action Plans
The fields and options that are displayed in Action Plan Templates can be found in the following area:
Go into Setup > Object Manager
Choose APT Task
While it's not possible to create new fields in Action Plan Templates, you can update the values under Category. To do so, click Fields & Relationships on the left, choose Category, then scroll down to Values as shown below.
