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Delegate A Task

If you have a team or an assistant, you can assign them as the Delegate of a Task. Subtasks will inherit the delegate of the Task unless explicitly overwritten. If there is no delegate, the Task is considered to be the responsibility of the owner of the Task. The owner of the Task is always the owner of the linked Contact / Listing / or Transaction.

When creating or editing a Task:

  1. Select the Add Delegate button
  2. Select the Team Member you wish to delegate the Task to
  3. Click Select
  4. Click Save



Set up notifications for when a Task been delegated to you and when a delegated Task has been completed to always make sure you know the current state of your Tasks!