Dealing with Tasks

How to assign tasks relating to your Agents

Steph Stevens avatar
Written by Steph Stevens
Updated over a week ago

In this tab, you can view your Done or Not Done Tasks, or Tasks for everyone in your team. Here you'll see all the tasks you have outstanding and any that are overdue - that is any task that has gone past the due date that you set when you created it. Click the Edit pencil of any task to go straight to the task and complete, cancel or update it.

To see only your open Tasks, click the "My open tasks" button on the top right.

If you want to add a new task, simply go to the Agent or Agency's Profile and click Add Task.

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