Add Task
Simple but important! Here is a quick rundown on how to add tasks.
Quick Add
Great for quickly adding Tasks with just a title and a due date
- In the sidebar, click on Tasks
- Start typing in the Quick Add area at the top.
- Optionally click the calendar icon to set a due date of Today, Tomorrow, or Custom (opens calendar picker)
- Click the + (plus icon) to add your Task.
Adding Detailed Tasks
- In the sidebar, click on Tasks
- Click Create New Task
- A slider opens, to allow you to
- Type a task Title
- Link or associate a Client, Listing or Transaction to the Task
- Set a Due Date (optional)
- Create or associate a Tag (optional)
- Add a Note to the Task (optional)
- Click Create Task
tip
You can use hyperlinks in Task Notes without having to use the Advanced Formatting mode.
Example Task Linked With Transaction
A task created using this more detailed input, will create a Task can be linked with various data in Reach CRM. For example, if a user wants to create a Task to get a closing gift for an upcoming Transaction (ie a Task linked to a Transaction), this is what we recommend.