Managing Tasks

The process in this article include:

• Add a task
• Edit a task
• Snooze a Task

Add a task

1. From the Reminders tab, tap plus icon, then tap Task.

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. Select a related Projects.

8. Assign a Staff Member and click 'apply'

9. Tap the Save button.

Edit a task

1. Go to Reminders tab.

2. Tap the task you would like to edit.

3. Tap on the 3 dots and click Edit.

4. Update any required information.

5. 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. Tap Save.

Complete a Task

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

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