Creating Tasks

Creating To Dos from your Dashboard 

Go to Dashboard>Todo>ADD TASK

You will be presented with a Create Task window:

Add in the Description and you can also assign this to someone else in branch.

Set the Target/Due Date and also use the drop down to change the Priority of the task.

Enter any notes which will be helpful as to why you are chasing the task, click Save.

You can also assign your tasks to your Properties and Contacts.

Under Property enter the address, from the list select the property.

To assign this to a contact, enter the name of the client and use the drop down to select their name.

Click Save once the changes have been made.


Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

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