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Task Overview

How Tasks in Reach Help Agents Manage Everything — Without Dropping the Ball​

In real estate, you’re often wearing many hats — marketing expert, client liaison, negotiator, scheduler, and so much more. Whether you’re a solo agent managing all aspects of your business or part of a bustling team, keeping track of everything can quickly become overwhelming. That’s where Reach Tasks come in.

What Are Tasks?​

Tasks in Reach are actionable items you need to complete, tied directly to your Clients, Transactions, or Listings. They act as a structured system for organizing your responsibilities, so you don’t have to rely on memory or messy spreadsheets. Think of Tasks as your personal assistant in digital form — reminding you what needs to be done, when, and in what context. They can be:

  • Automated or Manually created

  • Checklists (multiple tasks nested in one group) or Singular

  • Recurring or Random Single tasks

Nots to unpack here, tasks are very powerful and understanding the full system is critical to leveraging the power of Reach CRM.

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Best Practices for Maximizing Tasks

  1. Tie Tasks to the Right Entity: Always link tasks to the relevant client, transaction, or listing to maintain context.

  2. Set Realistic Deadlines: Assign achievable due dates to avoid overwhelm.

  3. Delegate When Appropriate: Use Reach’s delegation features to balance workload in a team environment.

  4. Review and Update Regularly: Keep your task list fresh so nothing slips through the cracks and always check the "overdue" section