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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

  1. In the sidebar, click on Tasks
  2. Start typing in the Quick Add area at the top.
  3. Optionally click the calendar icon to set a due date of Today, Tomorrow, or Custom (opens calendar picker)
  4. Click the + (plus icon) to add your Task.

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Adding Detailed Tasks​

  1. In the sidebar, click on Tasks
  2. Click Create New Task
  3. 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)
  4. Click Create Task

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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.

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