Agentbox App: Tasks and Events
* Click here to view the corresponding article for the desktop version
When you first log into the Agentbox App you will be taken to the reminders screen. Here you will see any outstanding tasks, appointments, OFI’s, appraisals and listing presentations that you are assigned to. The reminder section only displays items that fall within the next 7 days. Tap on the Events tab within Reminders screen to focus on upcoming appointments, inspections, OFI's, appraisals and listing presentations.
Tap the refine filter on the top left hand to filter your Reminders to customise what you would like to display on the Mobile App.
All Tab will give you an overview of all Tasks & Events
Tasks Tab will show all Tasks assigned to your user & Events Tab will show you upcoming Opens, Appointments, Appraisals & Listing Presentations.
Tap the Tasks tab to filter out and display your upcoming tasks.
From here you can view the contact card, view the property card, tap the three dots to edit/delete the task or complete the task by ticking the green box.
1. Tap on the contacts name to open the related contact record
2. Tap on the property address to view the related property record
3. Tap the checkbox to update the task as complete
You may also be interested in...
- How do I add a Task in the Mobile App, click here to learn more.
- How do I sync my contacts, tasks and meetings to my smart phone and/or Outlook? Agentbox offers a basic sync function for clients using Gmail, Google Apps for Business, Hosted Exchange or an Office 365 account, click here to learn more.