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Create a Task

Tasks can be created from multiple places throughout the CRM.
 
To create a Task from the Home page:

  1. Click on the Create New button on the left.
  2. Select Task from the drop down list.
  3. Type what you need to do in the Subject box.
  • We suggest putting as much as possible in the Subject box because this is what will display in your task list. Example: “Call to follow up on missing documents”
  1. Choose a Due Date.
  2. If this is related to a specific Contact or Transaction / Property, enter that contact’s name in the Name box on the right.
  3. Click the Save button.
 
To create a Task from a Contact’s page:
  1. Hover over Open Activities at the top of the contact record.
  2. Click on the New Task button.
  3. Type what you need to do in the Subject box.
  • We suggest putting as much as possible in the Subject box because this is what will display in your task list.
  1. Select a Due Date.
  2. Click the Save button. 
TIPS:
  • Creating and using the Tasks in the CRM is a great way to have all your Tasks in one place with your Contact information. For more information on mastering the Tasks please read the DARTS section.
  • If your notes do not fit in the Subject box, you can type “SC”, for See Comments, at the end of the Subject and continue to enter the remaining notes in the comment box.

Watch the video below to learn how to create a task:

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