Task Overview

00:06: Hello and welcome to your daily as tasks tab overview video.

00:10: If you are either an office admin or a managing broker, then this video is for

00:14: you. When viewing the tasks you can either use the individual tasks table

00:18: or view tasks on a deal or a listing basis within the profile.

00:23: However, when viewing tasks from the tasks tab itself, you'll have a sidebar that breaks

00:27: down all of your tasks and where they're currently sitting along with tasks assigned

00:31: by you. As an office admin or a managing broker, you can assign

00:35: tasks to anybody in your firm and you can follow and view all tasks in the company.

00:41: As far as filtering available, there's a keyword search, there's a priority

00:45: search, so if we wanted to filter by the individual priorities or all priorities, we

00:49: can do. So We can filter by the individuals.

00:53: So if I won of your tasks for any individual person, or maybe a group of people

00:57: or a team, I can identify so by just clicking on their names.

01:02: You can also go through and filter the tasks by the

01:05: Hype of tasks that it is. So if I want to see all of the emails that I need to send, I

01:09: can easily go through and view those. There's also a little quick

01:13: filter for status, so if I want to view only tasks that are either planned and

01:17: progress done or accommodation of all I can choose.

01:22: And there's a calendar option here so you can view tasks based on their due date.

01:25: Do I want to see what's due today? Tomorrow this week next week, all-time

01:29: or even plug in my own custom date range.

01:33: You'll have an opportunity to reset your filters.

01:37: And if you wanted to quickly view information and tasks grid, you can check the

01:41: status box to mark it completed quickly.

01:44: You can click anywhere within the road to open up that task on a sidebar.

01:48: You can mark it, completed and progress edit or delete.

01:51: You can even take notes as your viewing, your tasks on the sidebar.

01:57: These icons under options allow you to delete a task with the trash.

02:01: Can the pen and paper? Lets you go into making an edit or

02:05: Change to the task. And this little icon here is a copy icon, so if

02:09: you have a recurring sales meeting or a team meeting, you can easily go through and create a copy

02:13: of a task. Like I mentioned earlier, you do have

02:17: an option to link your task to a listing ordeal and if it's been linked,

02:21: you'll see the dod or the listing ID here.

02:24: You'll also see contacts that can be linked. Let's go in and

02:28: view an existing task. The task itself, has the type of the

02:32: top, you're overview information, and any notes, and all the linking If

02:37: we were to go in now and create a new task, we click add new If they fill

02:41: in all the information here, including the subject line We

02:47: can set a due date a due time. You can assign the task to

02:51: anybody in The Firm. You can have others.

02:54: Follow the task, which means they're not responsible for this task, but they should be made aware.

03:00: It'll automatically be assigned by whoever's creating at the task.

03:03: You can change the priority.

03:05: And then you have the options to link your task to a deal listing and a contact.

03:09: There's no limitation here. However, there is one limitation, which

03:14: is that you're not able to connect to this to a deal and a listing at the same time.

03:17: So you have the opportunity to do all the linking.

03:20: It can't be a to a deal in a listing at once.

03:25: You'll also have an opportunity to type in any notes and then click save.

03:29: As far as your tasks go, if a task is created and assigned to you, you'll be notified.

03:34: If an edit is made to a task that you're following or assigned to, you'll be notified.

03:39: And if that task is due today, you'll get one more notification to remind you.

03:44: You can also view your tasks based on the list view here.

03:47: A calendar view or even a drag and drop or interactive View.

03:52: If you have any other questions about your tasks, please feel free to contact your daily support team.

03:56: Thank you.