Add tasks for appointments, calls or to-do activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages.
- Set the task type to Call, Appointment (time-specific), or To Do.
Enter Task details, such as a description, date, priority and if you want the task to repeat. For appointments, set start and end times. When creating a transaction task, you can set the due date to be dependent on a transaction date by clicking the toggle:
If you change a transaction date that a task depends on (i.e. inspection date) you will be given an option to adjust due dates for dependent tasks based on your changes.
Choose a Priority. Low priority tasks are marked yellow, medium are marked blue, and high are marked red.
- Under Contacts, add additional contacts using the search field. The task will show on each linked contact.
- Enter any extra details about the task in the Add a note… field. Task notes are viewable when the task is opened.
- Assign the task to the appropriate team member.
- Click Save Task.
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