Other Ways to View Tasks

 

Other Ways to View/Edit My Tasks

 

 

Via your schedule

1. Click Today's Date in the header NewItem1243 this will open your schedule for the day including your Tasks, Appraisals, Inspections, Meetings & Notifications
 

NewItem1244


 

2. Click Task Subject to Edit

NewItem1245


 

Via the related Contact

1. Search for your Contact and open their Contact Card
 

NewItem1731

 

2. Click the Add a Task icon  NewItem1746
 

NewItem1794

 

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.

 

NewItem1795
 

Via the related Property

1. Search for your Property and open the Property Card

 

NewItem1796

 

2. Click the Add a Task icon  NewItem1746

 

NewItem1797


 

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.

 

NewItem1799


 

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