My Tasks

The My Tasks screen allows users to view any upcoming tasks they have. Tasks can include:

• Tasks generated by Action Plans
• One Off manually created tasks
• Scheduled Call Backs
• Lead Property Reminders

Task Actions

Users have a total of 4 actions for managing tasks. These include:

• Complete Task: This can be accomplished by clicking the Mark Complete button (green tick)
• Delete Task: This can be accomplished by clicking the Delete Task button (red trashcan)
• Reschedule Task: Users have the option to reschedule a task for Tomorrow, In 2 Days, In 7 Days, In 14 Days, In 30 Days, Next Mon, Next Tues, Next Wed, Next Thur, and Next Fri. If none of the preset options suit a custom date in the future can also be set.
• Edit Task: This option is only available for tasks generated as a one-off task or from an action plan. This allows the user to change the agent the task is assigned to, update the due date, and attach a mail merge document to the task.

Filtering Tasks

Users can filter the tasks they can see within the My Tasks screen. This includes:

• Filtering on Due Date: Overdue, Today, Tomorrow, This Week, This Month, All Upcoming, and Completed. Administrators and users with permission to mark any users' tasks as complete are also able to view Overdue Agency.
• Filter on Type: Task, Phone Call, Fax, Mail, Meeting, Other
• Agent: This option allows a user to view another agent's tasks. This option is only available for Super Users and users with permission to mark any agent's tasks as completed.

Managing Overdue Tasks

Super Users and users with permission to mark any agent's tasks as completed have the option to Clean Up Overdue Tasks. This option will remove any tasks generated by action plans that are labelled as overdue. This option will not remove overdue callbacks or lead property reminders.

This option is only available if the currently selected user has over 50 overdue tasks.

Please note: this option is permanent and cannot be reversed. Please only use this option if you are certain that you would like to remove overdue tasks.