Team Tasks: Overview

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

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

1. View
   
   
   
   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)
   
   
   
3. Type - narrows down the list of tasks based on the type of activity (Email, Letter, Phone Call, Misc, All)
   
   
   
4. Task
   1. Click on a task to view the details.
      
      
      
   2. Have the option to Tag a Project, Tag a Contact or Tag a Property
      
      
      
   3. Add your comments on the task and click on Add Comment to save changes.
      
      
      
   4. Click on Mark as complete link to mark the task complete
      
      
      
   5. Or click on Delete Task link to delete the task.
      
      
      
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.
      
      
      
   2. To add a project, click on the + next to the label and add the Project Name and Description.
      
      
      
      *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.
      
      
      
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.
      
      *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.
      
      
      
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.
      
      *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.
      

 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.