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Roadmap
Blueprints
Roadmap
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Productivity App
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Task Management > Tasks
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Agent Tools > Form Builder
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Reporting > Pre-Built Reports
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Settings
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🏁 Getting Started
Project Manager
📋 How to Add an Ideas Board to Your Project Using the Task Management Platform
📥 How to Set Up Requests in DealTrail Task System
🔁 How to create and use templates in the task system in DealTrail
📋 How to Create and Work with Procedures in DealTrail
📑 Creating and configuring a Task in DealTrail
📍 Creating a Project in the Task System
🤖 How to Do Automations with the Task System in DealTrail
🕙 Timer, Log Time, Time Statistics, and Dashboard in the Task System
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Overview
Productivity App
Agent Tools > Form Builder
Agent Tools > Form Builder
Forms (Placeholder)
