Updating and completing tasks

You can manage your Tasks on the Main Dashboard, and if they've been linked to a property or contact, they can be found on the relevant records.

You can easily keep track of tasks by amending their notes, moving the date forward, or changing who is assigned to it.
For more information on Creating Tasks, click here
For more information on Finding and filtering tasks, click here

This article includes: 

Updating a task

  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. In the list, find the relevant entry and click it to open it. Once open, you can make changes to any of the information
  5. Click the relevant Status to amend it if required, i.e. from Pending to In Progress
  6. Amend the Description, if required
  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. Amend the tasks Priority, if required. In the dropdown menu, click LowNormal, or High
  10. Type in any further Notes or amend any existing ones
  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 

Completing a task

  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. In the list, find the relevant entry and click it to open it. Once open, you can make changes to any of the information
  5. In the Status section, click Complete
  6. Amend the Description, if required
  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. Amend the tasks Priority, if required. In the dropdown menu, click LowNormal, or High
  10. Type in any further Notes or amend any existing ones
  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

Quickly completing a task

  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. In the list, find the relevant entry and click the tick (Quick-Complete)

Deferring a tasks Target/Due Date

  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. In the list, find the relevant entry and click the clock (Defer until later)
  5. In the dropdown menu, click the appropriate deferral option: Defer by a day, Defer by a week, Defer by a month or Choose a date
    1. If you click Choose a date, the full details of the task open. Click the calendar alongside the Target/Due Date field to set the appropriate deferral date

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