Summary
Learn how to create a new task. Enter key task details, assign responsibility, and set reminders or recurring schedules to help manage your workflow.
To add a new task:
- Go to: Tasks
- Click +Add in the top-right corner
- Complete the required task details
- Subject (mandatory)
- Task type
- Property
- Task due date and optional reminder
- Links to related Contact and/or Property records
- Assignment to specific Consultants or an Office (defaults to you)
- Notes for additional task information
- Click Save
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails