{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/2e7ae9f8faf64a0da8da778ba6a60f08\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/2e7ae9f8faf64a0da8da778ba6a60f08-1cbeb463b93b27a3.gif","duration":342.699,"title":"Setting Up Task Templates","description":"This Loom explains how to set up task templates in ReallySimply for automating tasks on leads. Go to Settings, then Templates, ensure you are on the Task Templates tab, and add template folders for leads, buyers, agents, vendors, and list-stacking records. Create a template by entering a template name and task name, selecting or adding the task type, and assigning it to a specific role or user with options like priority and due date (for example, one hour after creation). Configure checklist items and notifications via SMS and or email, then apply the template to existing leads from the Active Leads pipeline under the tasks and appointments tab so the task is assigned to the acquisition manager listed on the lead, such as Bianca."}