Add Task

Simple but important! Here is a quick rundown on how to add tasks.

1. In the sidebar, click on Tasks
2. The Add Task page is already open on the right hand side of the screen
3. Add a Title
4. Optionally link the Task to a Client, Listing, or Transaction
5. If you have a team or an assistant, optionally assign someone as the Delegate
   • Notifications will be sent to the user that has been delegated and once the task has been completed the delegator will be notified of its completion.
6. Optionally select a Due Date and choose your desired time
   • Tasks and Subtasks with due dates also appear in the Reach Calendar
7. Optionally add Notes for your Task
8. If one task has multiple steps you can break it down into individual subtasks
   • Subtasks can have their own separate delegate, due date, and notes
9. Click Save

Time to get items knocked off your list!