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Welcome to Our Help Center!
  • http://preclose.com/
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Milestones and Tasks
  • Getting Started
  • Setting Up Your Profile
  • Templates
  • Client Experience
    • Ultimate Client Experience
    • Decision Pages
    • Branding
    • Permissions
  • Integrations
    • Dotloop
  • Working a Transaction
  • Intake Workflow
  • Milestones and Tasks
  • Email & Communication
    • GO!
  • Creating Your Team
    • GO!
  • Contacts
  • GO! FAQs & Upcoming New Features!
  • Billing
      Back to home
      1. Welcome to Our Help Center!
      2. Milestones and Tasks
      • Getting Started
      • Setting Up Your Profile
      • Templates
      • Client Experience
        • Ultimate Client Experience
        • Decision Pages
        • Branding
        • Permissions
      • Integrations
        • Dotloop
      • Working a Transaction
      • Intake Workflow
      • Milestones and Tasks
      • Email & Communication
        • GO!
      • Creating Your Team
        • GO!
      • Contacts
      • GO! FAQs & Upcoming New Features!
      • Billing

      Milestones and Tasks

      Enhance your templates with milestones and tasks.
      • What is a Milestone?
      • What is the difference between a Milestone and a Task?
      • How do I add a task?
      • How do I reorder the way my plan displays?
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      Coordinate. Empower Clients. GO!
      • http://preclose.com/
      • Contact Us