Team Tasks: Overview

To access Task Manager, click on Task on the top navigation menu.

 Screen_Shot_2019-03-09_at_03.50.58.png

 

Here's an overview of what's inside the Task Manager:

  1. View
    Screen_Shot_2019-03-09_at_01.10.34.png

    1. My Tasks - this is the default view once Task Manager has been access.
    2. All Tasks - includes tasks assigned to your Team members
  2. Filter - narrows down the list of tasks based on it's status (Incomplete, Completed, Due Today, Overdue, All)
    Screen_Shot_2019-03-09_at_01.29.57.png

  3. Type - narrows down the list of tasks based on the type of activity (Email, Letter, Phone Call, Misc, All)
    Screen_Shot_2019-03-09_at_01.30.05.png

  4. Task
    1. Click on a task to view the details.
      Screen_Shot_2019-03-09_at_01.10.34.png

    2. Have the option to Tag a Project, Tag a Contact or Tag a Property
      Screen_Shot_2019-03-09_at_01.33.48.png

    3. Add your comments on the task and click on Add Comment to save changes.
      Screen_Shot_2019-03-09_at_01.33.48.png

    4. Click on Mark as complete link to mark the task complete
      Screen_Shot_2019-03-09_at_01.33.48.png

    5. Or click on Delete Task link to delete the task.
      Screen_Shot_2019-03-09_at_01.33.48.png

  5. Projects - categorize the tasks based on projects.
    1. To view tasks related to existing project, click on the drop down menu and select the project.
      Screen_Shot_2019-03-09_at_01.39.15.png

    2. To add a project, click on the + next to the label and add the Project Name and Description.
      Screen_Shot_2019-03-09_at_01.10.34.png

      Screen_Shot_2019-03-09_at_01.43.20.png
      *Note: To add tasks to a project, go to 4.2 of this article.

    3. Recently viewed projects will be added under the dropdown menu.
      Screen_Shot_2019-03-09_at_01.46.58.png

  6. Contacts - categorize the tasks based on contacts.

    1. To view tasks related to existing contact, click on the drop down menu and select the contact.
      Screen_Shot_2019-03-09_at_01.46.58.png
      *Note: To add tasks to a contact, go to 4.2 of this article.

    2. Recently viewed contacts will be added under the dropdown menu.
      Screen_Shot_2019-03-09_at_01.46.58.png

  7. Property - categorize the tasks based on property.

    1. To view tasks related to existing property, click on the drop down menu and select the property.
      Screen_Shot_2019-03-09_at_01.46.58.png
      *Note: To add tasks to a property, go to 4.2 of this article.

    2. Recently viewed property will be added under the dropdown menu.
      Screen_Shot_2019-03-09_at_01.46.58.png

 You now have an understanding of the Team Tasks feature. If you have any questions or concerns about this information please contact us at support@reiblackbook.com.   

 

 

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