Other Ways to View Tasks

 

Other Ways to View/Edit My Tasks

 

  • Via your schedule
  • Via the related contact
  • Via the related property

 

Via your schedule

1. Click Today's Date in the header this will open your schedule for the day including your Tasks, Appraisals, Inspections, Meetings & Notifications
 


 

2. Click Task Subject to Edit


 

Via the related Contact

1. Search for your Contact and open their Contact Card
 

 

2. Click the Add a Task icon  
 

 

3. Select View Tasks for this Contact. You can view/edit tasks related to the contact and filter by complete and incomplete. Depending on your permission levels you may also be able to Delete tasks.

 


 

Via the related Property

1. Search for your Property and open the Property Card

 

 

2. Click the Add a Task icon  

 


 

3. Select View Tasks for this Property. You can view/edit tasks related to the contact and filter by complete and incomplete. Depending on your permission levels you may also be able to Delete tasks.

 


 

You may also be interested in How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook?

Was this information helpful?
light-box Image