Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Vendor & Admin Tools
Task Template Design
Designs workflow cadence, stage-based task templates, status lanes, and transition rules from one control center.
Who Uses This Feature
Admin, Broker, Asset Manager
Vendor & Admin Tools
What This Feature Can Do
- Edit default or company-specific workflow steps
- Set due-day cadence, roles, proof requirements, and completion rules
- Manage status lanes and transition rules
- Use simpler builders for conditional logic and completion guidance
How To Use It
- Open this when the team needs to change how tasks fire or how a workflow should progress.
- Use the company-level scope carefully so changes stay inside the right brokerage or manager box.
- Confirm the visual map after saving bigger workflow changes.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.