1. Click Tasks on the Main Menu. 

 

 

2. The task panel will open. 

 

 

• Click the Print icon to print the specified task list 

 

 

• Group & Filter as required (Users can view all team member's tasks; Master users can view all staff member's tasks). 

      

 

• Click the Quick Add button to Add a Task, View/Edit Activity Schedules or Apply an Activity Schedule

 

• The action icons allow you to quickly Complete Delete or Snooze a task.
• The action button will complete the specified task e.g. Create a Letter
• By clicking on the Task title it will open the task for editing
• By clicking on the related Staff member it will open their staff card
• By clicking on the related Contact it will open the contacts information
• By Clicking on the related Property it will open the property card.
• Select multiple tasks to bulk Complete   Delete   Snooze or   Print  

 

 

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