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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. Optionally add a Due Date or set Due Date Advanced settings
  6. Optionally add Notes for your Task
  7. 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
  8. Click Save


Time to get items knocked off your list!