Let's Setup Property Tasks
In your property pipeline, you can create and assign tasks to yourself and to team members for a specific property.
Tasks can keep your real estate business organized and focused on getting goals accomplished.
In this support article, you will learn step-by-step how to setup property tasks.
Log in to your account. Click on Deals located at the top of your dashboard menu. In the drop-down menu, click on select Property Pipeline.
2. Your will be directed to your property pipeline. Select the property that you's like to create tasks for by clicking on the property address.
3. Then, click on Tasks tab located at the top of the page.
4. Then, click on +Tasks located on the upper right-hand side.
A pop-up box will appear where you can include more information about the task. Click on the boxes to fill out the New Task.
You can assign the task to a team member, tag a contact, give a due date and more.
When you are finished, click on Add Task.
We appreciate you taking the time to learn how to setup property tasks! If you have questions, please contact us at firstname.lastname@example.org.