Contents of this video:

00:00 - Used cases for file roles & how to set them up
03:51 - Which plan are file roles included in?
09:31 - How to set up a smart block on a condition?
12:50 - How to filter task lists by more than one color?
14:48 - New features & examples for each plan
15:18 - How to find a field easily in TC workflow?
19:27 - How to bring back deleted tasks w/ triggers?
21:47 - Can you show me how to use the health bar?
28:33 - How to smart block missing files?
35:05 - Are there tags same as subcategory of a task list?
39:14 - Can we add task lists when changing property status?
42:11 - Is workflow title contract title?
42:22 - Is the property full address with state zip?
43:20 - New Pricing (opentoclose.com/v2/pricing)

#opentoclose #otc #workshopwednesday #fileroles #smartblock #filter #tasklist #newfeatures #newpricing #emailtemplates #triggers #subcategory

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