Add a One-Off Task

One-off tasks can be created via the My Tasks screen, which is accessible by going to Dashboard > My Tasks.

One-off tasks can only be viewed/managed via the My Tasks screen. More information on the My Tasks screen can be found by clicking here.

Add Task

1. Click Add Task.
2. Select the Type of task you would like to create. Options include Task, Phone Call, Fax, Mail, or Meeting.
3. Enter a Name/Description for the task. The Name/Description entered is what the agent sees when viewing the task on the My Tasks screen.
4. Select the agent the tasks should be assigned to.
5. Set the Due date.
6. Select wheter the task is connected to either a Contact or Property, then search for the contact/property and select the record via the autocomplete list that appears.
7. Click Add Task.