Manage tasks across Listings, Appraisals and Contacts

Summary

Learn how to access, view, sort, and manage tasks using the Tasks tab within Sales Listings, Appraisals, and Contact profiles. 

This article covers:

• About the Tasks Tab
• Access the Tasks Tab
• Sort Tasks
• Add Tasks or Task Templates

About the Tasks Tab

The Tasks tab provides a structured workspace for managing actions related to a Sales Listing, Sales Appraisal, or Contact.
It displays tasks in a clean table format, making it easy to:

• Scan deadlines
• Check ownership
• Track progress
• Create new tasks or templates directly within the record you are working on

Access the Tasks Tab

You can access the Tasks tab from:

Sales Listing

To manage tasks related to a property listing:

• Go to: Sales > Listings > Select Listings > Tasks tab

Sales Appraisal

To review appraisal-related tasks:

• Go to: Sales > Appraisals >Select Appraisals > Tasks tab

Contacts

To organise tasks for a specific contact:

• Go to: Contacts > Select Contacts > Tasks tab

Sort Tasks

Once you’re in the Tasks tab, you can easily manage and organise task activity using the available controls:

• Order By - Sort tasks by Due Date, Template Group, or Assigned User
• Expand All / Collapse All - Quickly open or condense all task groups
• Show Completed / Hide Completed - Choose whether completed tasks appear in the list
• Search - Use Subject search to find specific tasks instantly 

Add Tasks or Task Templates

Use the Tasks tab to create new actions or apply predefined workflows directly within a listing, appraisal, or contact record.

To add a new task:

• Click Add Task to create a new item

In the Add Task window:

• Enter a Task Subject
• Select the Task Type from the dropdown
• (Optional) Link a Property 
• Set a Due Date and enable Reminder if needed
• (Optional) Configure Repeat intervals (days, weeks, months)
• Select the linked Contact
• Assign to specific Consultant/s (default is you)
• Add Task Notes for additional details

• Click Save

To apply a Task Template:

• Click Add Task Template

In the Apply Task Template window:

• Search for an existing template or Click Add New Task Template
• Review the list of tasks included in the template
• Select the desired commencement date and other fields

• Click Apply to load the template tasks into the record