Add a Task

1. Click Add a Task from your Quick Add, Schedule, Property, Contact or the Task View screen

2. Complete the task details:

Task Due: - the date the task is due

Headline: * - compulsory field

Description: - if applicable

Responsible Staff: *- compulsory field

Assign Contact: - to link the task to a contact

Assign Property: - to link the task to a Prospect, Appraisal or Listing

Assign Action: - to link an action e.g. create a letter

Selected Actions: lists the assigned action, if send a letter; E-Newsletter etc. you can select the template

Task Completed?: - Check this box to complete a task

3. Hit Save, the task will appear in your task view on it's due date

or

4. Hit Save & Add file, to upload and attach a document to your task.