Resource Center

Resource Center

  • Docs
  • FAQ
  • Feature Announcements

›Tasks

Introduction

  • Overview of Reach CRM
  • The Reach Flow

Calendar

  • Overview
  • Events

Contacts

  • Introduction to Contacts
  • Add a Contact
  • Agents
  • Groups
  • Add Relationships
  • Adding Notes to a Contact
  • Import Contacts
  • Tagging Contacts
  • Add Important Dates
  • Archive A Contact
  • Sync With Mailchimp
  • Mailing Label Exports
  • Send Email (BETA)

Leads

  • Intro to Leads
  • Add A Lead
  • Edit a Lead
  • Add A Touchpoint
  • Changing a Lead's Score
  • Transition to Accepted Offer
  • Automated Tasks
  • Remove Lead Status
  • Capture External Leads
  • Leads Settings

Listings

  • Add a Listing
  • Edit a Listing
  • InfoPack™
  • Book an Event
  • Accepted Offer
  • Automated Tasks
  • Archive a Listing

Tasks

  • Add Task
  • Edit a Task
  • Completing Tasks
  • Archive a Task

Teams

  • Intro to Teams
  • Adding Team Members
  • Understanding Ownership
  • Delegate an Item
  • Inviting to Events

Transactions

  • Add a Transaction
  • Conditional to Firm Sale
  • Firm to Completed Sale
  • Archive a Transaction
  • Commission

Settings

  • My Account
  • My Team
  • Automated Tasks
  • Leads Settings
  • Email Settings
  • Integrations
  • Archived Data
  • Notifications
  • General Settings

iOS

  • Add to Home Screen

Tutorial

  • Introduction
  • Initial Setup
  • Lesson 1
  • Lesson 2
  • Lesson 3
  • Next Steps

Completing Tasks

You have created a bunch of Tasks in Reach and they have been helping you get organized. Great! Now, that have finished these tasks, it is time to mark them as complete within Reach.

Both Tasks and individual Subtasks can be completed. If a Task does not have any Subtasks, then the Task appears with a checkbox that can be checked to mark the Task as complete. If a Task has Subtasks, the Task itself is only implicitly complete once all of its Subtasks are complete. Therefore, Tasks with Subtasks don't have checkboxes to mark them complete but each of its Subtasks can be individually marked as complete.

Completing Tasks and Subtasks

Anywhere that a Task or Subtask appears, you can complete it:

  1. The Tasks page
  2. The Activity Card of the Task's associated Client, Listing, or Transaction
  3. The Activity Card in the Calendar for any Tasks and Subtasks with due dates

Simply select the checkbox to mark the Task or Subtask as complete.

On the Tasks page, once a Task is fully complete, it does not move to the Completed section until you navigate away from the page.

Time to get items knocked off your list!

← Edit a TaskArchive a Task →
  • Completing Tasks and Subtasks
Resource Center
Links
HomeApp
Resources
DocumentationFAQFeature Announcements
Copyright © 2023 Reach CRM