Managing Tasks

In this article you will learn to:

Add a task:

1. In the Reminders section, tap on the Tasks tab. Click the green plus button in the bottom right-hand corner.

2. Enter a headline and description

3. Select date and time

4. Select a related contact

5. Select a related listing

6. Select a related property

7. Assign a Staff Member and click 'apply'

8. Tap the save button

Edit a task

1. In the Reminders section, tap on the Tasks tab and select the task you would like to edit.

2. Tap on the 3 dots and click 'Edit'.

3. Update any required information.

4. Once you have completed editing, tap Save

Snooze a Task:

1. Users can snooze upcoming tasks by clicking into the task and selecting 'Snooze'.

2. Update due date/time selections

3. Click 'Save'

Complete a Task:

1. Tap on the tick box and it will turn green.

2. Swipe down to refresh. It will then disappear off the page.

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