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 (optional) 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
Note: You can leave the Task due date blank when the task is being used as a checklist item and the exact completion date is not known. These tasks are displayed as due today and remain active without becoming overdue, until completed or deleted.
Articles in this section
- Create linked actions for communication tasks
- 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