Google Spreadsheets & Transaction Tasks
For those who decide to download the free custom database layouts and build them on your Webex WebOffice sites, you may want to also upload large groups of transaction tasks into the Transaction Task database.
I have developed spreadsheets at Google Docs that will allow you to quickly set up dates for a list of tasks by transaction type. Then, you do a six click, three minute, export/import, and all of those tasks are in the system. I have also developed four of them, one each for land and home, and by buyer or seller.
Keeping in the trend of moving my office online, I have been using Google Docs for some time for various things. In fact, my new netbook doesn’t even have MS Office, Word, or Excel installed. For those who want the spreadsheets, you can get them, with video instructions here.
Remember, the import of 50+ transaction tasks into this system can be accomplished in about six mouse clicks and three minutes. And, I’ve tried a lot of things, but find that getting my spreadsheet dates in beside each task is the fastest way to set up bulk transaction tasks.
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