View Tasks

View Tasks

This article will cover how to view tasks in Reapit Sales.

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