If you need a reminder to chase something up, you can create a New Task or To Do item which can be followed up in the Tasks widget on the Main Dashboard.

Tasks can be created for you or be assigned to someone else, and be given a priority.

You can create a To Do from the Tasks widget on the Main Dashboard and also from a property, a contact, viewings, market appraisals, offers and progressions.

This article includes: 

Adding a To Do from Tasks 

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click To Do
  4. Click Add Task
  5. The Create Task window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  6. In the Details section, type a Description
  7. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  8. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  9. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  10. Type in any additional Notes
  11. In the Associated Records section, you may want to link the to do task to a Property or Contact, or both. Search for and select these in their respective fields, or click the star to display Recent & Favourites
  12. Click Save

 Note

  • The Description is the first line of text you see in Tasks and will be in bold text. Therefore, adding a short note such as CALL BACK is a good idea as it makes it easy to see on the list
  • The Notes can be used for more detail and are also shown

Adding a To Do from a contact

  1. Click Contacts on the main toolbar
  2. Select the relevant contact from Recent & Favourite Contacts
    1. Alternatively, find the contact using the Search Contacts bar in the top right
  3. Click the + to the right of No Tasks Pending/Pending Task(s) and click To Do
  4. Click Next
  5. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  6. In the Details section, type a Description
  7. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  8. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  9. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  10. Type in any additional Notes
  11. In the Associated Records section, you may want to link the to do task to a Property. Search for and select the property, or click the star to display Recent & Favourites
  12. Click Save

Adding a To Do from a property

  1. Click Property on the main toolbar
  2. Select the relevant property from Recent & Favourite Properties
    1. Alternatively, find the property using the Search Properties bar in the top right
  3. Click the + to the right of No Tasks Pending/Pending Task(s) and click To Do
  4. Click Next
  5. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  6. In the Details section, type a Description
  7. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  8. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  9. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  10. Type in any additional Notes
  11. In the Associated Records section, you may want to link the to do task to a Contact. Search for and select the contact, or click the star to display Recent & Favourites
  12. Click Save

Adding a To Do from viewings

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Viewings
  4. Click Viewing
  5. The Viewing window opens. Click the to the right of No Tasks Pending/Pending Task(s)
  6. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  7. In the Details section, type a Description
  8. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  9. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Type in any additional Notes
  12. In the Associated Records section, you may want to link the to do task to a Contact. Search for and select the contact, or click the star to display Recent & Favourites
  13. Click Save

Adding a To Do from market appraisals

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Appraisals
  4. Click Appraisal Confirmed
  5. The Edit Market Appraisal Appointment window opens. Click the to the right of No Tasks Pending/Pending Task(s)
  6. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  7. In the Details section, type a Description
  8. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  9. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Type in any additional Notes
  12. In the Associated Records section, you may want to link the to do task to a Contact. Search for and select the contact, or click the star to display Recent & Favourites
  13. Click Save

Adding a To Do from an offer

  1. Click the Home screen tab on the main toolbar
  2. Click Main Dashboard on the Home screen side menu
  3. In the Tasks widget, click Offers
  4. Click Offer Received
  5. The Offer Details window opens. Click the to the right of No Tasks Pending/Pending Task(s)
  6. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  7. In the Details section, type a Description
  8. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  9. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Type in any additional Notes
  12. In the Associated Records section, you may want to link the to do task to a Contact. Search for and select the contact, or click the star to display Recent & Favourites
  13. Click Save

Adding a To Do from progressions

  1. Click Progressions on the main toolbar
  2. Click All Sales or All Lettings on the side menu
  3. Click the relevant sale or tenancy from the list
  4. In the Transaction Management section, click the + to the right of No Tasks Pending/Pending Task(s) and click To Do
  5. Click Next
  6. The Create To Do window opens. The Status of the task is currently Pending as it's new, but you can amend it if required
  7. In the Details section, type a Description
  8. If required, in the Assigned to dropdown menu, click a name to reassign the to do task to someone else
  9. Target/Due Date for the to do task can be entered, or selected using the calendar. Change it, if necessary
  10. If required, the task can be given a Priority. In the dropdown menu, click LowNormal, or High
  11. Type in any additional Notes
  12. In the Associated Records section, you may want to link the to do task to a Contact. Search for and select the contact, or click the star to display Recent & Favourites
  13. Click Save

Related articles:

Finding and filtering tasks

Updating and completing tasks

Adding a custom sales progression task

Adding a custom lettings progression task

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